Can you transfer envelopes between an account and a sub-account of that account?

Forum|Forum|2 years ago
July 16, 2024
2 replies
349 views

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Best answer by Alexandre.Augusto

Hello, @Phill.McDaniels

You are welcome to the Docusign Community!

As a Docusign Administrator, you can transfer envelopes between users on any organization accounts that are on the same Docusign environment site. With envelope transfer, if you have employees who move between organization accounts, you can transfer some or all of their envelopes to go with them. Or you can transfer ownership of envelopes to a new user on any other organization account that is on the same site. You can transfer up to 2,000 eligible envelopes at one time.

Accounts must be linked to your organization in order to transfer or receive envelopes.

For more information: https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=rrf1583359212854&topicId=jfv1583359200986.html&_LANG=enus

I hope that helps.

Best,

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Phill.McDaniels

You are welcome to the Docusign Community!

As a Docusign Administrator, you can transfer envelopes between users on any organization accounts that are on the same Docusign environment site. With envelope transfer, if you have employees who move between organization accounts, you can transfer some or all of their envelopes to go with them. Or you can transfer ownership of envelopes to a new user on any other organization account that is on the same site. You can transfer up to 2,000 eligible envelopes at one time.

Accounts must be linked to your organization in order to transfer or receive envelopes.

For more information: https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=rrf1583359212854&topicId=jfv1583359200986.html&_LANG=enus

I hope that helps.

Best,

Alexandre

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nathaly.monge

Docusign Employee

Hello @Phill.McDaniels ,

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Best regards,

Nathaly | Docusign Community Moderator
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