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Quick Tip Tuesday: Sharing documents in the New DocuSign Experience

With shared documents, users on the same account can view and take action on shared documents. Team members and delegates can help each other with document management tasks, such as sending reminders or correcting recipient information.

EXAMPLE — Offer Letters
Your company is growing and your HR coordinators are busy sending offer letters to prospective employees. Offers are highly time sensitive, so to help manage the workflow, the HR coordinators share documents with one another, and with the hiring managers.

Hiring managers can check the status of their offers by reviewing the coordinators’ documents. If a hiring manager needs to retract an offer, any coordinator can quickly void it. If a prospect needs help accessing the offer, any coordinator can review the document and help the prospect by resending the document or correcting the recipient’s email address as needed.

More Information

Sharing is enabled and managed by your DocuSign administrator. If your account administrator has enabled sharing for you, you can view and help manage the documents that are shared with you.

For any shared document, if the owner is the sender, then you can view status and details, remind, correct, or void the document. If the owner is the signer, you can only view status and details for the document; you cannot sign on their behalf.

Click here to learn more about shared documents

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4 Comments

  1. Is there a place for me with Docu Ssign?

    My desire, so far, is quite simple. I would like to know how to use DocuSign to sign outgoing documents and transcripts, IE Resumes’. I’m sure that this service will become more in demand for me after first learning what I would consider the very basics.

    Thank You.

  2. I am with an insurance brokerage company. Our primary book of business is commercial insurance. Am I able to upload acords and carrier applications that I am currently using into docusign to request electronic signatures?

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