Access


Access needed managers and above and PAs.

License is per signed documents not per users.

Existing Docusign users may request certain users to be added to specific groups. Approval not needed (however check who is the user). Add on a request.


Link: https://account.docusign.com/oauth/auth (user must be created before access it)



APP TEAM TEST USER:

username: [email protected]

pass: AppTeam3!

Q: What was your fave place to visit as a child?

A: Grandma


Setting up user





User email address

Full name 


Access code - P123. 

This code is sent to the user separately.

Image Caption

All standard users permission - DS Sender + Templates

Group; User department




Once Invite is sent

Click on Activate button.

Put access code - Next


Accept Invitation


If you have signed documents using docusign then you will be asked to log in at which point you select forgot password to reset it.

Log in

Set up your own password


Sharing access (former Shared Envelopes)


If Shirley needs access to Katrina's files (envelopes), then: search for Katrina and select "Share access with others" under her profile. Here, add Shirley.




Transfer envelope ownership


 If a user needs to edit, void or delete an envelope that someone else has sent, we will need to transfer the ownership of that specific envelope to that user.


  • Find the user you want to transfer the envelope from


  • Click under "Actions"



  • Filter to chose a wider date range


  • Select the envelope you want to transfer 


  • Search for the user you want to transfer the envelope to and all done.


Once you transfer the envelope ownership it will disappear from that user inbox and moves to the new user. If you make a mistake, you can always go to the user you moved the envelope to and move it back to the correct user.


What you can do with shared access:


Removing users