Transfer envelopes

Forum|Forum|2 years ago
July 18, 2024
3 replies
154 views

I am org admin and we have two department. An employee is moving from one dept to another. How to transfer their account and envelope from one dept to other dept within our organization.

Best answer by JohnSantos

@lakshmi

Same, you cannot transfer those.

JohnSantos

Guru

@lakshmi

You will need to have Org Admin privileges to use the Envelope Transfer feature. This is if you are using different DocuSign accounts per Department. You can grant access to this user to the new account. Once that is done, you can transfer envelopes that they have sent from the previous account. Only envelopes that the user has sent will be transferred.

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L

lakshmi

Author

Conversation Starter

@JohnSantos Thank you for your response. How about the received envelopes?

JohnSantos

Answer

Guru

@lakshmi

Same, you cannot transfer those.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

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