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Changing the Sender's Email Address

Forum|Forum|2 years ago
August 28, 2024
5 replies
426 views

I’m mass sending a document through Docusign, but am not a contact for the recipients nor will I be following up on the document. How can I change what email the recipient will see to another Docusign user before I transfer custody?

eSignature

Best answer by JohnSantos

@Amy B

You can actually use the Custody Transfer feature in DocuSign.

A Custody Transfer refers to the process by which the ownership or management of a document is transferred from one account or user to another. This typically happens when a document that is part of a transaction needs to be managed by a different party for various reasons, such as organizational changes, regulatory compliance, or continuing the workflow under a different administrator. Custody Transfer ensures that the document's integrity, history, and legal enforceability are maintained while shifting control to the new party.

The process usually involves both parties agreeing to the transfer, and it might require certain permissions or administrative rights within the DocuSign system to execute the transfer. This feature is especially useful in situations where documents need to remain in the legal custody of an organization even after individuals who originally managed them are no longer available.

JohnSantos

Answer

Guru

@Amy B

You can actually use the Custody Transfer feature in DocuSign.

A Custody Transfer refers to the process by which the ownership or management of a document is transferred from one account or user to another. This typically happens when a document that is part of a transaction needs to be managed by a different party for various reasons, such as organizational changes, regulatory compliance, or continuing the workflow under a different administrator. Custody Transfer ensures that the document's integrity, history, and legal enforceability are maintained while shifting control to the new party.

The process usually involves both parties agreeing to the transfer, and it might require certain permissions or administrative rights within the DocuSign system to execute the transfer. This feature is especially useful in situations where documents need to remain in the legal custody of an organization even after individuals who originally managed them are no longer available.

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.

A

Amy B

Author

Newcomer

If I transfer custody of the envelope before I finalize and send the envelope, will my recipient still see my email address since I created the envelope, or will the see the new custodian? I’m not as concerned about the ownership of the envelopes per se, but rather the recipient’s experience. Just want to make absolutely sure before I send 300 odd envelopes.

JohnSantos

Guru

@Amy B

There are two options here (On Sent and on Completed) You want to setup the Custody Transfer on Sent. This is a key step on the setup process.

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.

N

nsartor1

Newcomer

I would like to change my email address in my profile….but your system wants to send a code to my old email address….which no longer exists.

C

Christopher.Alpizar

Docusign Employee

Hello @nsartor1,

Thank you for reaching out to the Docusign Community.

In that instance you will need to create a case with Docusign Support, the will be able to provide you what other options are available for changing your email address. Are you able to open a case with Docusign Support? To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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