If the Allow Shared Access setting has been enabled by your company admin, you will see a Shared Access subtab under the Personal tab. From here, you can give other users in your company permission to view or edit your envelopes. You will also be able to access envelopes that others in your company have shared with you.
To share your envelopes follow these steps:
1. Click on the Share Access button.
2. In the Grant Access to Your Envelopes popup you will need to enter the following information:
- Feature: This option is set to Envelope Access by default
- Access Type: Here you need to choose between View or Edit permissions.
- Edit access: Allows authorized users to re-send envelopes, cancel transactions, and download documents.
- View access: Hides the green envelope icon typically displayed within each envelope.
- Start Date / End Date: Define the period during which the envelopes will be shared.
- Send an email notification to the user: If this option is checked, an email will be sent to the user you are sharing your envelopes with to notify them.
- Search by: Enter the name or email of the user you want to share your envelopes with.
3. Once you've entered all the information, select the user and click Add.
4. Under the Shared with Others tab, you will be able to see who you have shared your envelopes with.
5. The user you shared your envelopes with will be able to see that you’ve shared access with them in the Shared with Me folder.
6. To view the actual envelopes, they need to go to the Envelopes tab and open the Shared with Me subtab. There, they must enter the name of the user who shared the envelopes and click Submit.
They will then see a list of that user’s shared envelopes.
If they were granted Edit access, expanding an envelope will display a green envelope icon, indicating which are the available actions for that envelope.