- Log into DocuSign
- Go to Settings > Users >search for a user with customer name (<customer>Docusign@fourth.com) and select Actions
Fig.1 - User search > Actions
- Select Manage Shared Access
Fig.2 - Manage Shared Access
- Select Share Access with Others
Fig.3 - Share Access With Others
- Select the Required Permission > Next
Fig.4 - Select Permissions
- Set the Duration > Next
It is possible to set shared access with no time limit so that users have access to all shared documents at all times.
Fig.5 - Set Duration
- Select the required User and then Save
Fig.6 - Select Users
All documents sent and completed will now be available to view and download for selected user(s).
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