The Account Sharing feature is available to team, business and enterprise service plans.

Establish or disable account sharing between users

Account shares are the way to view the agreements of another user that uses Adobe Sign. All agreements the sharer has sent and signed are visible to the sharee, via the Manage tab in their account.

This relationship is one-way, and provides read-only access to those agreements. Account sharing is ideal for managers or admins who like to track the progress individual users are making.

Note:

Because a share provides read-only access, the sharee can't edit the transaction in any way. Only the sender of an agreement can change it (including signing, approving, delegating, or canceling).

To get to the share options, hover over your name in the upper-right corner and click My Profile.

nav_to_personal_preferences

View other accounts: Request a share

  1. Click the plus sign in the upper-right corner. Enter the email address of user you want to view the account of and click Save. They receive an email and the request shows up under their Share My Account section.

    view_accounts
  2. A pop-up window prompts you to enter the email address of the user that you want to view.

    • Enter the email address
    • Click Save
    Save Request to View
  3. An email is delivered to the address to which you have requested the view.

    Until the requestee accepts the invitation to share their account, the request shows as PENDING

    pending_request_toview
  4. Once the request is accepted, the PENDING flag is removed

    accepted_requesttoview
  5. Shared content is visible on the Manage page. 

    All shared content has a light gray description, identifying who has shared the content, under the agreement name.


Share My Account: Share your account with another user

  1. Click the plus sign in the upper-right corner. Enter the email address of the user you want to share your account with and click Save. They receive an email and the request shows up under their View Other Accounts section.

    share_my_account
  2. A pop-up window prompts you to enter the email address of the user to which you want to share your account content.

    • Enter the email address
    • Click Save
    Save Request to Share
  3. An email is delivered to the address to which you want to share your content.

    Until the sharee accepts the invitation to view your account, the request shows as PENDING

    pending_request_toshare
  4.  

    Once the request is accepted, the PENDING flag is removed

    accepted_requesttoshare


Accept or Decline a share request

  1. All pending shares show up under the View Other Accounts and the Share My Account sections.

    To accept a share request:

    • Navigate to My Profile > Personal Preferences > View Other Account || Share My Account
    • Single click the share you want to accept to select it
      • This exposes the Accept link
    • Click the Accept or Decline link
    accept_a_share
  2. A success message appears at the top of the window.

    The Pending flag is removed, and the share is in effect.

    successful_accept


Cancel or Resend a share request

  1. All pending shares show up under the View Other Accounts and the Share My Account sections.

    To resend the email request to view or share:

    • Navigate to My Profile > Personal Preferences > View Other Account || Share My Account
    • Single click the share for which you want to resend the email
      • This exposes the Resend Share Request link
    • Click the Cancel Share or Resend Share Request link
    resend_share_request
  2. A success message appears at the top of the window.

    resend_success

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