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Transfer envelopes


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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.

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JohnSantos
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  • July 18, 2024

@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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  • July 18, 2024

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


JohnSantos
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  • July 18, 2024

@lakshmi 

Same, you cannot transfer those.