Moving Existing Accounts and Users to an Organization

Question

We are being acquired by a larger company that has DocuSign as well and would like to move/port over our existing account and users into their organization so that it is a seem less transition for employees and customers. We currently use API and Brand features and would like to maintain all of the same settings, IDs, etc. in our own account environment under that organization. Is this possible and if so how?

Are there enhanced plan features we’ll need to consider or potentially add?

Alejandro.Ramos · Answer

Hi @Chris.Wilson,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 be invited to this second organization in DocuSign eSignature, and I will share more detials on the topic.In order to invite your account to their organization, an Organization Administrator will need to send an invitation in DocuSign Admin>Accounts>Link Accounts.It is important to note that the administrator linking the account must be an administrator in the account that will be invited.For detailed steps on this process, see:Link Administered Accounts to an OrganizationFeel 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 ModeratorPlease click "Best Answer" below if you find my reply to be a valid solution to your issue!

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