Downgrade to Free account - access to old documents via User emails

Forum|Forum|1 year ago
October 22, 2024
5 replies
225 views

We are looking to Downgrade our Business Pro account to the free account prior to the subscription expiry. I know we don’t lose access to documents already held. However, there is only one account number and 8 users with email addresses. What does the history stay under?

Best answer by Christopher.Alpizar

Hi @Sharon C,

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.

Robert Jackson

Rising Star

If you check in the settings do you see the option for Envelope Transfer. This can be used to move all the envelopes to another user and keep that user on your free account.

Robert

Helping the wider community work better with DocuSign - Contact robert@icit.co.uk for more information

S

Sharon C

Author

New Voice

Hi Robert, there is no option for envelope transfer.

C