How to share Adobe Document Cloud / eSign services templates

[daniels50310362]

HI all,

I added some templates to my Adobe Document Cloud / eSign services. Now I want to share it with my boss. How do I do that ?

all the best

Daniel    

[AadeshSingh]

Hi daniels50310362,

Get into your eSign account -> Accounts tab -> Personal Preferences -> Account Sharing.

Account Sharing:-  Shares between users allow the “sharee” to have visibility of the “sharer’s” agreements. The user the agreements are shared to will not be able to change the agreement or transaction in anyway, they have read-only access.

This is generally used by account admins to see what their users are sending and to track progress on specific transactions or users.

Account sharing is accessed by going to My Profile and clicking Account Sharing

Shared With Me :- If you need to view the agreements of another user, you will want to use this option. Once you enter the email address of the user and click the Share button, they will receive an email requesting the share. They can also access this request by going to the Account Sharing page.

My Account Shared With:- If you need to share your account to someone else, enter the email address of the user and click the Share button. They will then see your agreements on their Manage page, as well as their own.

Regards,

Aadesh

[daniels50310362]

Hi. Thank you for your answer.

I don't have that option. All I have is:

All the Best,

Daniel

[AadeshSingh]

Hi daniels50310362,

Check the Sharing Events option.

Regards,
Aadesh

[daniels50310362]

Hi,

no... nothing there:

All the best,

Daniel

[iannai]

I'm in the same position as Daniel. We have a Team account and want to be able to have templates I create be available for others on the team to use.

Account Sharing in my Personal Preferences is not available. Daniel's screenshot is how my account looks too.

How can this be fixed?

-Ian

[Rijul Raj Khurana · Accepted solution]

Hello Daniel,

If you are talking about sharing Library Templates with other users ( in this case your Boss), then it is needed to have him added in your account first and provided if you have business level plan. If you have an individual account, you cannot share it with other users.

In Business level plan, you can go to Manage tab and scroll down to library templates and click Edit. Then, in preview page, click Show Properties and choose the option to Share with Group or complete account.

Let me know if that helps.

Regards,

-Rijul

[daniels50310362]

Thank you Rijul,

That's what I was thinking. We will buy a business account to be able to share the templates.

Best regards

Daniel