Retrieve documents from a deleted account

Hello @sregan ,

Welcome to the Docusign Community and thank you for posting your concerns!

If the user was under your account you should be able to view their envelopes by sharing them with yourself. To do so, you would need to go to:

1. Settings
2. Users
3. Filter out the closed users and select the menu icon for that user and share the envelopes with yourself: Setting Up Shared Envelopes

Once that is set up, you should be able to access those documents from your Agreement’s Tab.

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!

Hello @sregan ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hi, 

I am also an admin and tried to follow the above but am not getting the option to share envelopes with myself. There is a transfer Envelopes  option but that doesn’t allow me to select where to transfer 

Hi ​@ANNAK,

Thank you for engaging with the Docusign Community. We are pleased to have you here.

I’m sorry you are unable to set up shared access and transfer envelopes to other users in the account. We apologize for the inconvenience, and I’ll be glad to help you with this.

Could you please try the instructions in the article on how to Transfer Envelopes and Templates Between Users ? Kindly refer to the images below for your guidance.

After selecting the envelope to transfer, please click the “Transfer Now” to open the user selection option.

You can type the user's name or email and press “Enter” to generate results for you to select.

Regarding setting up the shared access, please be reminded that this only applies to active users. Deleted or closed users account does have the transfer envelopes as an option.

For more information, kindly refer to this article: Docusign eSignature: How to Set Up Shared Access

If my response helped solve your question, could you click the “Best Answer ✅” button below the post? That helps others in the Community find trusted answers faster.

Thanks for being part of the Docusign Community!

Best regards,

Noralynn | Docusign Community Moderator