Is "Allowed to Edit" manager required to open the envelope?

Question

If I add someone as “Allow to Edit” manager, does this person need to open and acknowledge the envelope? I added my colleague as “Allow to Edit” at the end of the workflow, but because this person did not “open” the envelope, the entire thing was voided. I was under the impression that “Allow to Edit” just gives someone the ability to edit the envelope on behalf of the requester in case of need.

Michael.Rave · Accepted Answer

@jsleeYes, the “Allow to Edit” role requires the person to log into Docusign eSignature. They can complete the action without changing anything or they are able to edit the envelope if needed.For giving sometone the ability to edit the envelope on behalf of someone else, please review Shared Access.

Hengfeng Ge · Answer

You can reference this document when use allow to edit:

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gav1643676262430&topicId=iya1578456302629.html&_LANG=enus

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