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One of our employee is moving from one department to another and got 100 envelope. I need to know to few questions:
- which is the best option transfer now or csv transfer
- only completed envelope can be transferred? what about incomplete envelope?
Solved
Envelope transfer -transfer now or csv
+2- Conversation Starter
- 5 replies
Best answer by JohnSantos
If you are transferring a large number of envelopes (like 100), the CSV transfer method is generally more efficient. This allows you to transfer multiple envelopes in bulk, saving time and effort.
Both completed and voided envelopes can be transferred to a new user. In-progress envelopes can also be transferred.
+19- Guru
- 1078 replies
- Answer
If you are transferring a large number of envelopes (like 100), the CSV transfer method is generally more efficient. This allows you to transfer multiple envelopes in bulk, saving time and effort.
Both completed and voided envelopes can be transferred to a new user. In-progress envelopes can also be transferred.
+2- Conversation Starter
- 5 replies
+19- Guru
- 1078 replies
Yes, you can use the transfer now. Not sure I understand your next comment about extracting the new user?
+2- Conversation Starter
- 5 replies
To confirm envelopes In progress and transferred to continue with the workflow or resetting to step 1.
- Community Moderator
- 2070 replies
Hi
I hope you are doing well.
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Best regards,
Alejandro R. | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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