Hi Adrew,

There are multiple ways to do it, but you need to have the rights for it.

or : Transfer Envelopes and Templates from the Custody Transfer Page

or : Transfer Envelopes and Templates Between Users from the DocuSign eSignature Admin Page, you select the user who leaves the company click on Actions and in the dropdown menu you will ahve access to the "Transfer Envelopes" mode.

BR

Hello,

Thank you for reaching out here in the DocuSign Community, and thank you, Olivier, for the kind response.

To add to what Olivier said, here are the links for more information, also, we would recommend using Transfer Envelopes and Templates Between Users, you would need to be an account administrator to set and perform both functions within the Settings tab:

Custody Transfer: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=zuo1583277376422.html&_LANG=enus

Transfer Envelopes and Templates Between Users: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=fko1583277371787.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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