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Currently, users with Shared Access and Send permission can create and send envelopes on behalf of another user, but they cannot use the Send Later (Scheduled Sending) feature. This limitation requires users to either send envelopes immediately or log in directly as the shared user to schedule delivery.
Many organizations use Shared Access for centralized mailboxes (such as HR, Benefits, Payroll, or Legal) so employees can send documents from a shared account while maintaining their own credentials and audit trail.
A common use case is preparing onboarding or HR documents in advance and scheduling them to be sent at a specific date and time. Although Scheduled Sending is available when working in the account directly, it is not available when acting through Shared Access, forcing organizations to choose between security best practices and scheduling functionality.
Requested enhancement:
Allow users with Shared Access and Send permission to use Send Later (Scheduled Sending) for envelopes they create while acting on behalf of the shared user.
Business benefits:
- Supports secure use of Shared Access without requiring users to log in as shared accounts.
- Enables HR, Payroll, Benefits, Legal, and other administrative teams to prepare and schedule communications in advance.
- Improves workflow efficiency by eliminating the need to manually send time-sensitive envelopes.
- Provides feature parity between direct account access and Shared Access for users with Send permission.
This enhancement would make Shared Access a more complete solution for organizations that rely on centralized sending accounts while following security and governance best practices.