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?

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lakshmi

Conversation Starter

Solved

Envelope transfer -transfer now or csv

Forum|Forum|2 years ago
July 25, 2024
6 replies
134 views

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?

Best answer by JohnSantos

@lakshmi

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.

JohnSantos

Answer

Guru

@lakshmi

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.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

L

lakshmi

Author

Conversation Starter

@JohnSantos Thank you. does transfer now is efficient as well. And also if we transfer as csv do the ned user need to extract them or how to open them?

JohnSantos

Guru

@lakshmi

Yes, you can use the transfer now. Not sure I understand your next comment about extracting the new user?

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

L

lakshmi

Author

Conversation Starter

To confirm envelopes In progress and transferred to continue with the workflow or resetting to step 1.

JohnSantos

Guru

@lakshmi

Yes, you can transfer In Progress too.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

A

Alejandro.Ramos

Docusign Employee

Hi @lakshmi,

I hope you are doing well.

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Alejandro R. | Docusign Community Moderator

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