Completed Envelopes Unable to Access when Using Shared Access instead of Shared 'Dept' User
In short - In an Org-managed + SSO environment, only recipients involved in the signing process can access Completed envelopes through a Docusign email, even if they have been granted Shared Access with the sender of the envelope. Processors of the Completed envelope receive an authentication error when they click the link in the email, and they must login to Docusign environment and go through all the steps to locate the envelope with Shared Access.
Solution - Users with Shared Access should be able to access the Completed envelope if the Sender/Recipient is a User they were granted access to. Or the ability to lighten the restrictions on accessing Completed Envelopes could be added to the Admin Settings.
Background - Our Mortgage department asked for a Department User and they would all share the login credentials. I thought I could replicate the experience with Custody Transfer + Shared Access.
With all their envelopes being sent on behalf of the Department User, they all receive the email notifications but only the individuals directly involved in the signing process are able to access the Completed envelope. (No issues while signing in process)
With the error message and inconvenience of finding the envelope through Shared Access, the Mortgage department would rather login manually to the Department User so they can access the envelope directly from the email link.
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