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DocuSign’s Shared Access feature enables teams to manage envelopes from group or departmental inboxes; however, users are always defaulted to their personal inbox when logging in or opening an envelope via a direct link.
For teams that primarily work out of shared or group inboxes, this causes confusion, extra steps, and frequent “envelope not found” scenarios when the envelope exists under Shared Access rather than the user’s personal inbox.
Requested enhancement:
Provide the ability to configure a default inbox context (Personal vs. Shared Access) at either the user or admin level. Ideally, this would allow:
- Users to select a default Shared Access inbox
- Admins to define default behavior for groups or departments
- Envelope links to automatically respect the correct shared inbox context when applicable
Who benefits:
Operational, lending, legal, and back‑office teams that rely on shared mailboxes or departmental workflows.
Business impact:
This would reduce user confusion, streamline shared workflows, lower support volume, and improve adoption of Shared Access in high‑volume environments.