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Changing Contract Owners

Forum|Forum|2 years ago
May 24, 2024
3 replies
172 views

Hi,

I am new to DocuSign and would like to ask a way to change if an employee owned contracts and leaves an organisaation. How easy is it to transfer contracts from emploee who is leaving to another employee.

Thanks.

Regards,

Farayi

CLM

Best answer by Alexandre.Augusto

Hello, @Farayi

You are welcome to the Docusign Community!

An Admin in your account can use the option: Custody Transfer for transferring envelopes from an user to another.

Custody transfer can be used through the Settings option by an Admin.

See the Best Practices for Custody Transfer:
https://dsucustomers.docusign.com/km-guide-best-practices-for-envelope-custody-transfer/1730977

Let me know if I answered your question, if so, I’d appreciate your Like here, thanks!

Best,

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Farayi

You are welcome to the Docusign Community!

An Admin in your account can use the option: Custody Transfer for transferring envelopes from an user to another.

Custody transfer can be used through the Settings option by an Admin.

See the Best Practices for Custody Transfer:
https://dsucustomers.docusign.com/km-guide-best-practices-for-envelope-custody-transfer/1730977

Let me know if I answered your question, if so, I’d appreciate your Like here, thanks!

Best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

F

Farayi

Author

New Voice

Thank You. I will try and get back you you. Much appreciated.

F

Farayi

Author

New Voice

Hi @Alexandre.Augusto ,

Thanks for your reply. Just to let you know this is working for e-signature but not legacy contrat that were uploaded. Thus transferring an already signed/completed contracts to new owners of that contract.

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