EnvelopesManaging envelopes
How do I share an envelope with my team?
Give colleagues full access to view, edit, send, void, and download an envelope.
Sharing with your team lets colleagues in your company work on an envelope alongside you. Anyone you share with gets full access — they can view, edit, send, void, and download it.
Share with a teammate
- Find the envelope in your list.
- Open the row ⋮ menu and choose Share with team.
- In the Share envelope dialog, pick the company users you want to add.
- Confirm to grant them access.
Team sharing grants full access — view, edit, send, void, and download. It isn't tiered, so only share with people you trust to act on the envelope.
Find envelopes shared with you
At the top of the envelope list, switch the picker from All envelopes to Shared with me to see everything colleagues have shared with you.
Need to share several envelopes at once? Share a whole folder with your team instead, and everyone gets access to the envelopes inside it.