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) - https://www.docusign.com/free-account (for users who do not have HQ linked accounts)
Only Business Support and HR team members have accounts connected to HQ, allowing them to use the Company Login for access. Partners, Directors and Managers do not have HQ-linked accounts and must follow a different process: https://blickrothenberg.interactgo.com/Interact/Pages/Content/Document.aspx?id=11438
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APP TEAM TEST USER: username: [email protected] pass: AppTeam3! Q: What was your fave place to visit as a child? A: Grandma |
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APP TEAM TEST USER - FREE ACCOUNT: https://www.docusign.com/free-account Docusigntestpass |
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
DOCUSIGN FREE ACCOUNT - link with DocuSign app in Teams:
https://www.docusign.com/free-account