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Unable to download documents sent externally to a shared account

  • April 11, 2025
  • 1 reply
  • 8 views

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User A has fully shared access to User B

User B can see and download any documents sent from an internal source for User A as a signer.

If User A receives a document from an external source, User A is able to download that document, but User B can’t

Is there a setting to fix this or does this seem like a setting from the originator of the document that we do not have control over in our enterprise account?

1 reply

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  • Community Moderator
  • 76 replies
  • April 14, 2025

Hello ​@AnissaBCore,
 

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 
 

Shared access offers users the ability to send and manage envelopes on behalf of another user on the account. Administrators can select the Manage Shared Access option to manage which users have access to the envelopes of a specific user.

While the existing shared envelopes options allows managing envelopes on behalf of other users, shared access also allows users to share draft envelopes, move the shared envelopes, create custom folders, and view which users have access to the envelopes.

Note: The options on the Actions menu for Share envelope with a user and Share user’s envelopes are now on the Manage Shared Access page. Shared envelopes is now in maintenance mode and will no longer be updated. Contact your account representative for more information.

For auditing which users have access to other users' envelopes, you can monitor events in the Audit Logs page. The Audit Logs page shows a log entry for every time the shared access settings are changed in an account. For information about shared access events in audit logs, see Shared Access Events in Audit Logs. For more information about audit logs, see Audit Logs.

Manage Shared Access to Envelopes

Limitations and other considerations

  • Sharing with groups: Shared access can be granted by administrators from one user to another, but not from a user to a group.

  • Sharing with users outside of account: Shared access can only be granted to users on the same account, similar to shared envelopes and delegated signing.

  • Learn about the changes to the sending and envelope management experience in Shared Access to Envelopes.

  • If you need to share access to envelopes of a closed user, you can transfer the envelopes to yourself or to another active user and then access the envelopes. For more information, see Transfer Envelopes and Templates Between Users.

For future reference, you may check this relevant article.
Manage Shared Access to Envelopes

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Best regards,

Ma. Cassandra | Docusign Community Moderator

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