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How Do I Unlock a DocuSign Document?

Published in DocuSign How-To 1 min read

To unlock a DocuSign document within DocuSign Insight, follow these steps:

  1. Log in to DocuSign Insight. Ensure you have the necessary permissions to unlock documents.

  2. Search for the contract(s). Use the search functionality to locate the specific documents you want to unlock. Enter relevant search criteria, such as contract names, dates, or keywords.

  3. Select the contract(s). In the search results table, select the checkbox(es) next to the contract(s) you wish to unlock. You can select multiple contracts to unlock them simultaneously.

  4. Choose the "Unlock" action. Click on the "ACTIONS" menu and select "Lock" (DocuSign Insight uses the "Lock" option to also unlock documents). The wording might seem counterintuitive, but this is the correct option to both lock and unlock.

  5. Confirm your action. A confirmation prompt will appear. Review the selected contracts to ensure accuracy.

  6. Finalize the unlock process. Select "YES, UNLOCK." This action unlocks the selected document(s).