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We are new to DocuSign and need to understand how shared envelopes/folders work and whether they are going to be useful to us - I can't find any support guides for this

C
Docusign Employee
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We are new to DocuSign and need to understand how shared envelopes/folders work and whether they are going to be useful to us - I can't find any support guides for this

Best answer by Community Expert

Hello,

Thank you for reaching out here in the DocuSign Community.

Shared folders are only available for templates, this allows the user to share their templates with other users for future use unless the user to whom the templates were shared to has permission to edit the template, the only one able to do so would be the owner of the template: https://support.docusign.com/s/document-item?bundleId=xry1643227563338&topicId=poy1578456398194.html&_LANG=enus

Shared envelopes can only be enabled by an admin, and essentially what it does is provide a certain access level to one user over another user's Manage tab, you can read more here:https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=rdu1656546423934.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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3 replies

C
Docusign Employee
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  • Community ExpertDocusign Employee
  • Docusign Employee
  • 1935 replies
  • Answer
  • February 2, 2023

Hello,

Thank you for reaching out here in the DocuSign Community.

Shared folders are only available for templates, this allows the user to share their templates with other users for future use unless the user to whom the templates were shared to has permission to edit the template, the only one able to do so would be the owner of the template: https://support.docusign.com/s/document-item?bundleId=xry1643227563338&topicId=poy1578456398194.html&_LANG=enus

Shared envelopes can only be enabled by an admin, and essentially what it does is provide a certain access level to one user over another user's Manage tab, you can read more here:https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=rdu1656546423934.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

C
Docusign Employee
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Hi, thank you for your response, we have a request from our user community to be able to manage envelopes/documents via a generic email address - these email addresses are not attached to an AD Account, having played around with DocuSign we cannot find a way of this working for the users, are we right in thinking this is in the shared folders area? I am an admin.

Thanks 

C
Docusign Employee
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Hello,

Thank you for reaching back.

If you are looking to send an envelope from a generic email address and provide your users the ability to send from it and/or manage documents from it, your best option would be to create an account for the generic email address and Share Access to the intended users: https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=rdu1656546423934.html&_LANG=enus

Otherwise, everyone would have to send it out from their own account (which, if the recipient replies to the email it will not go to the generic email but to their own) and just share envelopes with the needed users. Shared folders for envelopes do not exist.

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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