Former colleague name on my documents

Question

Hi thereI took over this docusign account from Heidi Morris-Wilson and thought I had edited her name out of the documents but she does remain as the document owner.  I have since created my own documents and as you can see below her name is on my new documents under my name.  I also saw her name in the default section but do not know how to remove it.Can you help?Thanks

JohnSantos · Accepted Answer

@Marelle.Ollenich- Are these envelopes that are currently in transit? You can transfer ownership on both Envelopes and Templates. Do you see this option on the envelopes sent?For Templates it will be here.Also, you might want to check if there are any custody transfer rules applied to your account. (I don’t think that is the case)

nathaly.monge · Answer

Hello @Marelle.Ollenich,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Reply

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded