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Seeing employees documents

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As an administrator, how can I access my employees files to look at, for an audit? 

Best answer by Christopher.Alpizar

Hello @GFH Insurance, 

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience, I know the importance of having the information displayed as needed. I understand that you want to know how you as an Admin can access your employee's files, for an audit.

 

As an administrator, you can allow users to share access to envelopes with other users on the account. To do this, go to DocuSign eSignature Settings, select Users, locate the user you want to manage sharing settings for, and select Actions > Manage Shared Access. From there, you can select the permissions and duration of the shared access, as well as the users who will have access to the envelopes. Share Access with Other Users

 

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

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

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C
Community Moderator
Forum|alt.badge.img+14

Hello @GFH Insurance, 

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience, I know the importance of having the information displayed as needed. I understand that you want to know how you as an Admin can access your employee's files, for an audit.

 

As an administrator, you can allow users to share access to envelopes with other users on the account. To do this, go to DocuSign eSignature Settings, select Users, locate the user you want to manage sharing settings for, and select Actions > Manage Shared Access. From there, you can select the permissions and duration of the shared access, as well as the users who will have access to the envelopes. Share Access with Other Users

 

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

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

C
Community Moderator
Forum|alt.badge.img+14

Hi @GFH Insurance,

 

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.

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