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If an employee leaves the organisation, is there a way to assign/transfer ownership of their envelopes to someone else in the team?

  • March 22, 2023
  • 2 replies
  • 589 views
C
Docusign Employee
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If an employee leaves the organisation, is there a way to assign/transfer ownership of their envelopes to someone else in the team?

Best answer by Community Expert

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

"Select as Best" below if you find the answer a valid solution to your issue!

2 replies

C
Docusign Employee
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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

C
Docusign Employee
Forum|alt.badge.img
  • Community ExpertDocusign Employee
  • Docusign Employee
  • 1934 replies
  • Answer
  • March 22, 2023

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

"Select as Best" below if you find the answer a valid solution to your issue!


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