working as a group to send documents for signature and folloup

[Daniel33899701ljpm]

Deal all,

we are a team using Acrobat Sign for signatures.
All works fine but we would like to akt as a team and for that we would like to be able 
to send the documents and anyone of our group should be able to see all documents
that where send by anyone of this group and in case of vacation, sickness,... be able to 
send reminder and so on. But we have also individual documents that should not be seen
by the others as we use it as well for internal purposes like expenses.

How do we need to setup Acrobat Sign for Teams so that we all can have access to 
all the documents that were sent as a team member?

Thank you for any help

[Florian_F.]

We need the same functionality 

[Meenakshi Negi]

Hi Daniel33899701ljpm and Florian_F.,

Thank you for reaching out.

Please refer to the information provided in the following help document: https://helpx.adobe.com/document-cloud/help/create-template.html.  Check if that helps.

Let us know if you are referring to something else.

Thanks,

Meenakshi

[Florian_F.]

HI @Meenakshi Negi 

from my view this documentation has nothing to do with the problem see all the agreements of people in the same group or team.

Teh documentation only explains how to create a template.

Greets

[Daniel33899701ljpm]

Hi Meenakshi,
Sorry this is not what we are looking for.
I magine a small team of 3 persons.
Everyone is sending individual documents (mostly not a Template) for signature to different persons that need to sing.
The 3 persons are responsible for all the documents they send out for singature and for that everyone should be able to see what the other have done. In case they need to send a reminder they should be able to do it.
But they do have as well internal documents they sing. (e.g Expenses)
Those documents should not be seen by the others.
I hope this helps understanding.
Daniel

[Meenakshi Negi]

Hi Daniel33899701ljpm,

Thank you for reaching out. 

You seem to be referring to sharing the documents with other team members. Please refer to the information in the following help document: https://helpx.adobe.com/sign/using/user-profile/share-my-account/overview.html. Check if that is what you are looking for.  

If not, please share more information so we can check with the team. 

Thanks,

Meenakshi