Question

Custody Transfer Settings

+5

I have successfully set up custody transfer settings for a user so that all her docusign agreements, on send and completion come back to my log in.

That user has left.

I need to set this up for a new user and “ADD TRANSFER RULE” is now grayed out. I’m unable to set up the rule.

I am doing this from my profile. I am a full administrator.

Any idea why ADD TRANSFER RULE is grayed out?

+5

okay now I feel stoopid!

I solved my own problem.

When you are adding the rule, and you search for the ‘from’ person, you have to hit enter after you type in the keyword.

Ditto with “to”. Search for the “to” person, and hit enter.

Voila! Problem solved :-)

+5

Hi @Clutterbug,

Thank you for reaching out to the Docusign Community!

We appreciate the time and effort you took in resolving the issue. You did a great job! 😍

I'm sharing some additional information that might help you set up the Custody Transfer Rule.

Feel free to click the “Best Answer ✅” button below the post. That helps others in the Community find trusted answers faster.

If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.

Wishing you a smooth rest of your day!

Best regards,

Noralynn | Docusign Community Moderator

Sign up