Setting the correct user to display in the history.

@David.Z 

This is exactly the reason, why the Docusign accounts should be personal accounts and not a shared account. In the history it will show the logged in user account and it is not assuming it was the sender.

You may want to look into setting up “Shared Access” to the envelopes. In addition, you may want to look into setting up a custody transfer rule, so the users can work entirely from their personal Docusign account, but the envelopes are send from a shared mailbox like helpdesk to the recipients.

@Michael.Rave 

Thankfully we worked through that with a DocuSign onboarding consultant. Currently we have our system set up with personal accounts, however each document sent by them appears as our main support email. This way they can log in with their credentials and each document sent will have their name as the primary sender.

My issue is that the custody transfer of the support email does not allow the personal accounts to make any corrections.

Each user has shared access to the support email, so they have to switch to the support email (via shared access under “Agreements”) before they are allowed to correct any envelopes. This means any correction appears as “Support” in the history and not the user who is correcting the envelope.

Hi @David.Z,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

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

Hi @Christopher.Alpizar,

Thank you for checking in, unfortunately the message does not address the situation. The question I have is:

Each user sends envelopes from their own personal DocuSign account and is sent on behalf of the group support email. Each user also has shared access to the group support email, so they have to switch to the support email (via shared access under “Agreements”) before they are allowed to correct any envelopes. This means any correction appears as “Support” in the history and not the user who is correcting the envelope.

What setting/access do I need to change so that when a user corrects an envelope, the history will display their name instead of the group support email?

Hi @David.Z,

I hope you are doing well. I apologize for any inconvenience this might cause you, would it be possible for you to provide an envelope ID for one of the envelopes that is having this behavior?

Best regards,

Christopher | Docusign Community Moderator

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

@Christopher.Alpizar,

Thank you for your prompt reply, below are 2 envelope ID’s for you to view:

I only just noticed that this envelope shows the action was “acted on behalf of” the group email. This is great because it shows who changed the status of the envelope, and exactly what I’m hoping to display on the history.
df157aa6-68a0-4e1c-8aff-176b29665463

This is an example where the envelope was voided but does not show who voided it.
8794e898-ac97-47b2-8bb6-4923ceb70ecc

Is there anything I can do to avoid this from happening in the future? Not allowing users to correct and void envelopes from the group account

Thank you,
David

Hi @David.Z,

Thank you for the information, is it mandatory for you to have the envelope custody transferred when the envelope is send? or is it possible to transfer the custody when the envelopes is completed?

Best regards,

Christopher | Docusign Community Moderator

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

Hi @Christopher.Alpizar, 

Not mandatory, the only reason for the custody transfer is so the user’s email isn’t displayed for the customer to contact. As long as on the envelope our support email is the only contact email then it doesn’t matter what we do. This is so the customers replies can be monitored and not lost in anyone’s inboxes.

Thanks,
David