To disable the account so they can sign documents even if they do not need to send or create them
I run into issues with account management for our groups. There are several accounts that have been created where users decide that they do not really need to create documents, but they still need the ability to sign documents that other users create and send their.
The problem that I am running is that as soon as I disable the user account, they are no longer able to sign a document that is sent to them. Instead, they are being asked to login to their account EchoSign, even if it has been disabled.
This attitude is contrary to the understanding that there is no need an account only to sign a document that is sent to their email address. We do have enough licenses to simply allow the accounts to remain active when the user does not intend to use them to send documents.
It seems I'm missing something very basic, because obviously, it should be simple enough to change a users permissions to be able to create documents that he is just able to sign documents they receive. Please lend me any advice you may have on this.
Hello d0Ryan,
By default, a signatory didn't need an E-Sign account to sign documents electronically. That being said, if a signer is not an account, then it should be active as inactive accounts cannot provide signatures. In your scenario, if you wish, we can remove users from your account and can convert them to release level so that they have the possibility of esign documents and still does not license paid into your account.
If this suites you, so please inbox me your EchoSign registered email address, with users who are involved.
Kind regards
-Usman
Tags: Adobe Sign
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