Envelope transfer from one account to another.

Question

I want to which method will work for this situation.

We have a user for example uzair.h@abc .com with an account and later the user Email ID has been changed to uzair.h@xyz.com

So currently we want all the envelopes to be moved from uzair.h@abc.com (old account) to uzair.h@xyz.com (new account)

I checked regarding this , i think we can do custody transfer for this, right?

Or if we change the email id for the account uzair.h@abc.com (old account) and rename it to uzair.h@xyz.com (new account) without moving any envelopes. will that work? https://support.docusign.com/s/document-item?language=en_US&bundleId=jux1643235969954&topicId=sdb1578456444133.html&_LANG=enus

May I know which option suits here?

Community Expert · Accepted Answer

Hello,Thank you for reaching out here in the DocuSign Community.I would recommend creating the user and selecting the "Transfer option" on the old user's dropdown menu next to their name under Settings > Users: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=xyt1583277373629.html&_LANG=enusLet us know if you need further assistance with this.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Community Member · Answer

Sure, and when do we need to use the option change email address as shown in the below link ??

https://support.docusign.com/s/document-item?language=en_US&bundleId=jux1643235969954&topicId=sdb1578456444133.html&_LANG=enus

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