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Question

Migrate documents from old to new account

  • 4 July 2024
  • 4 replies
  • 102 views

Hello

 

As the IT support for my company, I received a question about whether it’s possible to migrate documents from a private account to a company account. Does anyone know if this is feasible and, if so, how to do it?

4 replies

A
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Hi @Sepp,

 

Welcome to the Docusign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I understand that you are looking to transfer envelopes between accounts, and I will share more details on the topic.

 

You can transferred envelopes between acounts that are hosted within the same eSignature server, and belong to the same DocuSign Organization.

 

Organization Administrators can transfer envelopes between their accounts in DocuSign Admin>Envelope Transfer.

 

For detailed steps on this process, see:

 

Transfer a Selection of Envelopes using Transfer Now
 

Note: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some options discussed in this help topic.  

 

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

 

Compare eSignature plans & pricing  

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

 

Best regards,

 

Alejandro R. | Docusign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

A
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Userlevel 4
Badge +12

Hi @Sepp,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

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

 

 

S
Rank
Badge +1

Hi @Alejandro.Ramos 

 

The problem we have is that the account we want to transfer from isn't in our organisation

A
Rank
Userlevel 4
Badge +12

Hi @Sepp,

 

Thank you for following up.

 

Envelope transfer is only available for accounts hosted in the same Docusign server and that are part of the same Organization at this moment. As a workaround, I would suggest manually downloading the completed envelopes in the user’s personal account.

 

Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible. 

Best regards,

 

Alejandro R. | Docusign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

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