How do you deal with someone who is leaving and has documents in progress of being signed?

Question

One of our users (also an administrator) is leaving our firm shortly.

I currently have shared access to her folders so I can see everything she’s sent out and completed items etc.

But what happens when she leaves? I don’t want to lose all the documents she’s sent out that haven’t yet been completed (and I don’t want to loose the completed one’s either - although I know I can pdf those and save them elsewhere).

Do we need to keep her account open? If we close it, will we lose everything?

This must be regular occurance, so wondering how to deal with it.

Many thanks

Jeff.Daviscourt · Answer

You can transfer the users’ envelopes to another user in the account, then close the membership of the departed employee. If you close a user, in-flight envelopes can still be signed. If you have SSO enabled, cutting off access to Docusign via your IdP will prevent the departed employee from logging in, but you will still be able to perform the actions listed above.

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