Can groups be used for sending, signing and following up on envelopes by a team?

Question

Hi all!

I am not an expert, so would really appreciate it if you could help me out 🙈

One of our HR teams wants to be able to see/access all envelopes that are sent and signed by their team.
This is very important for better follow up but most importantly: for continuity during absence.

I suggested to make a group but I think groups are only used for sending envelopes to multiple people.

Sidenote: I don't think a general email account is logical because we can not sign HR documents as f.e. "HR@company.com", we need to have the name of the actual signer.

Thanks for your help! 🤗

Jenny.Martin · Answer

Hello ​@Nicole.E.,Thanks for reaching out here in the Docusign Community—great to have you here!You may want to consider DocuSign Shared Access, which allows HR team members to view and manage each other's envelopes.If you have administrator privileges, you can set up Shared Access for the relevant users. If not, I'd recommend reaching out to your DocuSign administrator to confirm whether this feature is available on your current DocuSign plan.Here’s a helpful resource with more detail:Shared Access to EnvelopesIf you get stuck or have more questions, we’re here.Best Regards,Jenny | Docusign Community ModeratorIf this helped, feel free to mark it as "Best Answer" so others can find it too!

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