Need to share envelopes with users? Whether someone is out of the office and needs a backup or you’ve got team members who need to collaborate, Docusign’s got you covered. Envelopes can be shared using Docusign’s “Shared Access” feature. Sharing access to envelopes will allow for cross-team collaboration and provide visibility of envelope transactions amongst your users.

Shared access can be set up by the Docusign Administrator or left up to your users to set it up themselves!

• To set up shared access as a Docusign Administrator, navigate to Admin > Users > Manage Shared Access
• To allow your users to set up shared access for themselves, a Docusign Administrator needs to enable the “Allow to edit shared access permissions and setup” under Admin > Sending Settings
  • Each user can then manage their own shared access settings from their My Preferences page

There are three permission levels available for setting up shared access:

1. Manage - Allows the user to manage and view other user’s envelopes.
2. Edit—Allows the user to manage and edit other users' envelopes. Edit actions include resending, voiding, and correcting in-progress envelopes.
3. Send - Allows the user to manage, edit, and send envelopes on behalf of others.

Additional Resources

• Share Access with Other Users
• Shared Access to Envelopes
• Docusign eSignature: How to Share Access to Envelopes
• Docusign eSignature: How to Set Up Shared Access
• Get Started with Docusign eSignature for Administrators webinar

Continue the Conversation

How are you currently using shared access? Do you set it up as the Docusign Administrator or allow your users to set these options for themselves?