To share a users DocuSign Envelopes follow the instructions below. 


Note: Users can share their own envelopes. Please see article https://timberlinebank.freshservice.com/a/solutions/articles/17000160421



1. Log into DocuSign

2. Click Settings

3. Click Users

4. Search for the user that needs their envelopes shared

5. Click Actions and choose Managed Shared Access. You can use this same option to manage existing shared access. 

6. Now select if you wish to share this users envelopes with another user or share another users envelopes with this employee and select the appropriate option. 

7. Click Share Access

8. Set the necessary permissions and click Next

9. Set a Duration (if desired) and click Next

10. Select the appropriate user.

11. Click Save at the bottom of the screen