+2Hi there! What is everyone doing to pull reports around security/access to templates?
We are going through an internal audit of who has access to the data collected via our templates. Is everyone just using the template usage report?
I wanted a list of users/user groups that have access to send specific templates and not who has already sent out the documents/templates, but DS support has confirmed there is no such report available.
Best answer by Alexandre.Augusto
Hi
I’m glad to help!
If you think that was useful, I’d appreciate your Like here and mark as the Best Answer, thanks a lot!
+14Hello,
You are welcome to the Docusign Community!
Have you tried this:
In the Reports section, run the Envelopes report, add columns like Envelope’s sender/creator, Template ID, specify the date period. Run the report then export it as a .CSV file
Now, run the Templates report for the same date period. Export it as a .CSV file.
Using Excel you can make a relation with the Templates IDs with the envelopes where a sender use it a template.
For audit purposes you can get a list of everybody who get access for sending an envelope through a template. I know it is not exactly what you want, but may help in some way.
I hope that helps!
Best,
Alexandre
+2Thanks for your input! Appreciate it.
+14Hi
I’m glad to help!
If you think that was useful, I’d appreciate your Like here and mark as the Best Answer, thanks a lot!
Already have an account? Login
Join the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
