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Sharing inactive user's envelopes

  • August 15, 2024
  • 4 replies
  • 182 views

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Hi,

Is there a way to share an inactive user’s envelopes?  

Thanks,

Amy

Best answer by JohnSantos

@APoon 

Yes, you can follow this process to Share users' envelopes. Envelope Sharing Between Account Users (docusign.com)

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4 replies

Michael.Rave
Docusign Employee
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  • Docusign Employee
  • 929 replies
  • August 15, 2024

@APoon 

Shared access only works for active users by design, but you can transfer the 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.


JohnSantos
Valued Contributor
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  • Valued Contributor
  • 975 replies
  • Answer
  • August 15, 2024

@APoon 

Yes, you can follow this process to Share users' envelopes. Envelope Sharing Between Account Users (docusign.com)


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  • Author
  • Newcomer
  • 1 reply
  • August 15, 2024

@Michael.Rave - thank you for the info.  I tried sharing a inactive user’s envelopes but it won’t save, and I know I can transfer the inactive user’s envelopes to another user.  Thought I checked to see.

 

@JohnSantos - thank you for the document. I had reviewed the information but it didn’t mention that one cannot share envelopes access for inactive users.  

 

Thank you both for your input!


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  • Community Moderator
  • 2554 replies
  • August 30, 2024

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Nathaly | Docusign Community Moderator
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