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Is there a way for an admin to see the progress of a document when they are not the sender?
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Progress When Not the Sender, (but Admin)
+1- Newcomer
Best answer by Alexandre.Augusto
Hello,
Welcome to the Docusign Community!
Yes, it is.
An Admin can run an Envelope report to see the status of all sent envelopes, filtering by many options as status, sender, etc.
If just want to see, that is the recommended way.
On cases where an Admin needs to see and take actions in envelopes not sent by him/her, there is the Shared Access in the Users page. It’s possible to see others envelopes and interact.
Let me know if I answered your question.
Best,
Alexandre
+14- Docusign Employee
- 657 replies
- Answer
Hello,
Welcome to the Docusign Community!
Yes, it is.
An Admin can run an Envelope report to see the status of all sent envelopes, filtering by many options as status, sender, etc.
If just want to see, that is the recommended way.
On cases where an Admin needs to see and take actions in envelopes not sent by him/her, there is the Shared Access in the Users page. It’s possible to see others envelopes and interact.
Let me know if I answered your question.
Best,
Alexandre
+15- Community Moderator
- 2070 replies
Hi
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?
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Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Alejandro R. | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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