ISSUE:

• Staff cannot access a shared profile in Adobe Sign
• Managed by Tony Miller/Drew Cherry

SOLUTION:

• Enabled Advanced Sharing on our KSM Adobe Sign account
  • Advanced sharing allows for another admin to be able to edit, cancel, download and re-send documents
• Setup Drew Cherry as an admin
• Shared Taylor Leslie account
  
  
• Once logged into Adobe Sign > select Manage
• On the top left, under Your agreements > Select the drop down > Select All shared agreements (or just Taylor Leslie)
• Locate the document you are interested in under the Status grouping structure
• Select a document to download and re-send under a new signature
• You are also able to check tracking on documents
  • Select a document > review Actions > make selections as required