docusignapisend-on-behalf-of

Unable to open document on DocuSign sent via on behalf


i am using DocuSign .Net Client to send documents.

Simple scenario of sending is working fine - recipient receives sent documents, and i can open them from DocuSign Manage tab.

But the problem when i am trying to send document on behalf with some other email as sender - document is sent to recipient fine (with correct sender email), but i can not open (and even see) this document and letter in DocuSign Manage tab.

(In the reports tab it is displayed, but different as other ones - it has no link to open)

Question : Is this behavior normal, or i have just made mistakes in API calls, or Account settings?

P.S. - All permission configuration in both DocuSign Accounts configured properly. All screenshots attached.

Manage tab: http://screencast.com/t/tOPAkXzwB

Reports tab: http://screencast.com/t/HGfGZZLg


Solution

  • Through the DocuSign Webapp you do not have access (admin or not) to any users envelopes until you share those users to yourself. Sharing instructions can be found here. That will allow you to open and view the envelope when you are not the actual sender.