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New Voice
September 4, 2026
Duplicate

Shared Access to envelopes of a Group

Categories:eSignature
  • September 4, 2026
  • 1 reply
  • 8 views

The Shared access feature only allows users to manage other users' envelopes individually. This feature can help the user to locate it per account when selected from the Shared Access dropdown from the Agreements Tab.

The ability to create a group and assign a user to manage their envelopes will allow Admins or assigned users to easily manage their documents, instead of doing it manually.

When a user is added to the account and assigned to a group, the admin or user who manages the group can easily manage their envelopes and access them.

I hope that this feature can be added to our production environment, as this will help users globally. 

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1 reply

Community Moderator
September 7, 2026
Updated idea statusIdea SubmittedDuplicate
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