+2Hi all! I have an ADMIN profile and I need to transfer envelopes from one user to another. I have prepared the csv file, loaded it, but the 'transfer' button is greyed out and I cannot search for any users and if I enter the full name or email then the transfer button is still greyed out.
How can i solve this issue?
Many thanks
Best answer by Melanie.Panguito
Hello
Thank you for reaching out to the Docusign Community! We're sorry to hear about the challenges with the search functionality within Docusign when transferring envelopes. I looked at the screenshot and found that you must press "Enter" on your keyboard to display search results. I suggest using the Name search option instead of Email. Name search will show matches based on the user's first name, while the Email search requires the complete email address. Once the search results are displayed, select the intended user for the envelope transfer, then click the Transfer button.
You can find full instructions here: Transfer Ownership of Envelopes and Templates Between Users
Let us know if anything’s unclear; we’ll get it sorted out.
Best,
Melanie | Docusign Community Moderator
Helpful? Mark this as "Best Answer" to help others too!
Are the users on the same server site? (NA2, EU1, etc)
DocuSign won’t transfer envelopes across server sites.
+2Hi, yes i confirm, the users are on the same server site.
In any case the search bar is not working…
Many thanks to help me!
Hello
Thank you for reaching out to the Docusign Community! We're sorry to hear about the challenges with the search functionality within Docusign when transferring envelopes. I looked at the screenshot and found that you must press "Enter" on your keyboard to display search results. I suggest using the Name search option instead of Email. Name search will show matches based on the user's first name, while the Email search requires the complete email address. Once the search results are displayed, select the intended user for the envelope transfer, then click the Transfer button.
You can find full instructions here: Transfer Ownership of Envelopes and Templates Between Users
Let us know if anything’s unclear; we’ll get it sorted out.
Best,
Melanie | Docusign Community Moderator
Helpful? Mark this as "Best Answer" to help others too!
Hello
How are you? If you found my 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. Please let us know if you need further assistance. Thank you!
Best,
Melanie | Docusign Community Moderator
Helpful? Mark this as "Best Answer" to help others too!
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