I frequently use DocuSign's account-sharing capabilities to allow colleagues to provide support and management of templates, PowerForms, and other business-critical documents that I create and maintain. This shared access is extremely valuable for continuity of operations and cross-training.
However, there are certain documents within my account that contain confidential or sensitive information and should remain visible only to the account owner. Examples include annual performance evaluations, payroll-related agreements, compensation documents, and other personnel records.
I would like to propose a feature that allows account owners to designate specific folders, templates, PowerForms, or documents as Private, making them inaccessible to users who have been granted shared account access. This could function similarly to folder-level permissions or an exclusion list within the account-sharing settings.
Benefits of this enhancement include:
- Improved protection of sensitive and confidential documents.
- Greater flexibility when delegating account administration responsibilities.
- Reduced need to maintain separate DocuSign accounts solely for privacy purposes.
- Enhanced compliance with organizational privacy and human resources requirements.
- Increased adoption of account-sharing features by users who currently hesitate due to confidentiality concerns.
This enhancement would allow organizations to balance collaboration and business continuity with appropriate access controls for sensitive records.
Thank you for considering this feature request.
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