SPA accounts can have DocuSign accounts! This is a great way to use a single DocuSign account for multiple people to manage a business process. We recommend it. Set up and Configure the SPA email to have access by a select group of Users who require the information that the SPA account will collect. A SPA account with more than 5 users is not recommended for this purpose. If you need, you could create a new SPA just for the purposes of using your workflow in DocuSign. What to name or call...
Demo is a sandbox environment used for testing. A User can build, create, change, modify and alter any kind of workflow in Demo, and can't "break" anything. Like Production, in Demo, when Users test sending an envelope it does send an email to the person specified though, so in that sense it's real and live. Demo also has some features Production does not because DocuSign wants Users to see and experience more functionality to see if it's something they want to purchase.
Production is the live environment that is also the system of record. Accounts are configured at the...
The best approach is to create a PowerForm as a Template in your personal DocuSign account, then, change the Sender of the PowerForm to another User or SPA account (the role PowerForm manager should not be required for the SPA account to send (or host) the PowerForm link, once created).
In this scenario, you would remain the Owner of the PowerForm. Here is technical information from DocuSign about PowerForms. ...
How do I get a new or existing P4 workflow for DocuSign reviewed and approved?
Please email security-assessments@berkeley.edu to request a review of your proposed workflow. If it's one page or multiple documents, if you will be storing your workflow in DocuSign or mass downloading it, please email security-assessments@berkeley.edu to request a review of your proposed process. Attach your documents and request that an advisor consult with you on this work. You can also work...
