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how to transfer existing (past) envelopes and templates from one account to another?
we are considering to join head office group account with DocuSign instead of renewing existing direct as a company
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how to transfer existing (past) envelopes and templates from one account to another?
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Best answer by nathaly.monge
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
The only way to transfer envelopes from one account to another would be if both accounts are part of the same Organization and if they are in the same server, otherwise, it won’t be possible: Envelope Transfer Overview
However templates is a different story. There isn’t a way to transfer all templates at once but they can be downloaded from one account and uploaded in another: Download Templates and Upload Templates
Let 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 Moderator
- 2552 replies
- Answer
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
The only way to transfer envelopes from one account to another would be if both accounts are part of the same Organization and if they are in the same server, otherwise, it won’t be possible: Envelope Transfer Overview
However templates is a different story. There isn’t a way to transfer all templates at once but they can be downloaded from one account and uploaded in another: Download Templates and Upload Templates
Let 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 Moderator
- 162 replies
Hello
If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Let us know if you still need assistance with this topic.
Best regards,
Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
- Community Moderator
- 477 replies
Hello
I hope you are doing well.
If you found the response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post?
It helps other community members who might have similar questions. Thank you!
Best regards,
Marco Paulo | Docusign Community Moderator
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