Access for the team DocuSign

Hi ​@Vinusha,

In Docusign, Shared Access works at the user level. When you share access to someone’s envelopes, the delegate sees all that user’s envelope folders (Inbox, Sent, etc.), and there’s currently no way to grant Shared Access to only one folder. The “folder permissions you may have seen online apply to shared template folders.

You may have your Docusign Admin create a new, generic user account (e.g contracts@yourcompany.com) for future documents. You can then grant Shared Access to that specific inbox for your team, keeping your all your old, sensitive documents completely private.

You can also submit a request to suggest this feature by visiting this link and selecting Request Enhancement.
https://support.docusign.com/s/contactSupport?language=en_US

Hi,

This request is not for me. This is for four users having Docusign account, let me share their email address for further clarification - 

• j*****@***********e.com (j******@g**********s.com)

  a**********@**************e.com (a*********@g**********s.com)

  d*****@e**************e.com (d*****@g***********s.com)

  x**********@**********.com (x**********@g************s.com)

  So, Could you please check and enable shared access for those accounts.

Hi,

Could you please provide the steps of creating account on generic ID - Docusign Admin create a new, generic user account (e.g contracts@yourcompany.com) for future documents. Please explain elaborately, if we create this then what we have to do to resolve this issue?

Hi Team,

Could you please provide an update on my request?

Hi ​@Vinusha,

We appreciate you reaching out to the DocuSign Community and we apologize for the delayed response.

Only the account administrators can grant shared access permissions to users. Please reach out to your admin to request for the four users mentioned.

Regarding the generic user account, this works similarly to adding a new user. You can create an email using your company’s domain and add it to the account. This account can then be used to store documents that specific users can access.

This approach helps limit visibility, as users with shared access won’t automatically see all documents from others. Instead, they can choose which documents to move or transfer to the generic account.

I hope this clarifies! If you need anything else or have more questions, feel free to reach out. I’m happy to help. 

Sincerely,

Noralynn | Docusign Community Moderator

If this helps, feel free to Like👍and click "Best Answer." 

I am a Docusign, can we able to create docusign account using  generic account like shared mailbox? if so please provide the steps to fulfill the request for those 4 users

Hi ​@Vinusha,

I appreciate your response. Yes, you can create and add a user using a generic email (such as a shared mailbox) as long as it can receive emails for activation and notifications.

Link for reference: Add Users to Accounts 

After it is activated, you can set up shared access to allow multiple users to manage envelopes from that account. Kindly refer to this article, “Shared Access to Envelopes,” for the instructions.

Additionally, you can configure a custody transfer rule to help route envelopes to the generic account for storing or viewing. Please review the article for the detailed steps and guidelines. Add Envelope Custody Transfer Rules

I hope this is helpful! If you need anything else or have more questions, feel free to reach out. I’m happy to help.

Best regards,

Noralynn | Docusign Community Moderator

Hi Team,

This seems to be getting extended, so I’d like to clarify a few points.

As per our organization’s policy, we do not create generic-named accounts in Docusign. Additionally, based on your earlier confirmation, the old documents have already been moved to a private folder.

Could you please provide clear steps for moving the folders (whether via OneDrive or local storage), as the user is not satisfied with the current response?User confirmed that it cannot be moved to another folder and cannot deleted, need still in Docusign.

Alternatively, please let me know if we can schedule a call to discuss and resolve this.

Hi ​@Vinusha,

Thank you for getting back to me and providing an update.

I understand how important it is to get this resolved as quickly and smoothly as possible. We apologize that we are unable to schedule a meeting here in Docusign Community. But no worries, to ensure you receive the most accurate and hands-on assistance, we recommend creating a case with Docusign Support. When submitting the case, you’ll also have the option to request a callback. This can be helpful if you prefer to walk through the issue in real time with a support expert and get immediate answers to your questions. 

👉 Open a case in the Docusign Support Center

Best regards,

Noralynn | Docusign Community Moderator

Hi ​@Vinusha,

I hope you’re doing great!

I wanted to see how things are going on your end. If there’s anything else you need or if we can help with anything further, please feel free to let us know. I’ll be happy to assist.

Thanks for being part of the Docusign Community!

Sincerely,

Noralynn | Docusign Community Moderator

Feel free to Like👍and click "Best Answer."