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Adding Custody Transfer Rule - No Users available

Forum|Forum|2 years ago
August 30, 2024
8 replies
180 views

Hi

I want to add a Custody Transfer Rule, but the list of users I can send to is empty? I want to select the Admin group or the Admins seperate. But they do not appear.

How can I get them in the list?

Thank you

Diede

Best answer by Diede

So, I found out the problem. On other user selects fields in Docusign, it is pre-filled with users. But in this particular case, you have to actively search a user before the box is populated. Inconsistent UI, but solved never the less.

Case closed.

Hengfeng Ge

Hero

Do you mean there are no users or groups in Custody Transfer Rule ?

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

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.

D

Diede

Author

New Voice

Yes that’s correct. It’s totally empty.

C

Christopher.Alpizar

Docusign Employee

Hi @Diede ,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

S

Shikhar

Newcomer

Hi @Diede @Christopher.Alpizar
I am facing the same problem.
There is no user in “TO” section to transfer the custody to, shown in the screenshot.

Did you find the solution to this problem?

C

Christopher.Alpizar

Docusign Employee

Hello @Shikhar,

Thank you for reaching out to the Docusign Community.

I apologize for any inconvenience this might cause you. If you type the name of the person does it show it?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hengfeng Ge

Hero

Do you mean you want transfer the envelope of second user to first user? Have you search the user in TO?

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

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.

D

Diede

AuthorAnswer

New Voice

So, I found out the problem. On other user selects fields in Docusign, it is pre-filled with users. But in this particular case, you have to actively search a user before the box is populated. Inconsistent UI, but solved never the less.

Case closed.

C

Christopher.Alpizar

Docusign Employee

Hello @Diede,

Thank you for reaching back, glad to hear that is now resolve, any feedback that can improve our users’ experience is always welcome.

We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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