Skip to main content
Duplicate

Shared envelope access enhancements

Categories:eSignature
  • September 15, 2025
  • 2 replies
  • 18 views

Shared envelope access is time consuming for administration: 

  • We can add/remove shared access on an individual user, we would like to be able to upload changes in one step.
  • There is no current easy way to get a list/report of all of the user accounts that have shared envelope access and what type of access they have
    • Allow to Manage on behalf of
    • Allow to Edit on behalf of
    • Allow to send on behalf of 

Could an admin report be made available to export a list of accounts that have share envelope access? 

Could an improvement allow a list of people to added and removed for share access? 

This topic has been closed for replies.

2 replies

Forum|alt.badge.img+12
  • Community Moderator
  • 989 replies
  • November 13, 2025
Idea merged into:

All the votes from this idea have been transferred.

Forum|alt.badge.img+12
  • Community Moderator
  • 989 replies
  • November 13, 2025
Idea SubmittedDuplicate