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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

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.


​Hi @GJN,

 

I hope you are doing well.

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If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

 

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 


Hi, thanks for the replies. We’ve still not found a way to transfer the folders alongwith the contents, only the contents themselves, which then get amalgamated with the items which have been sent out by the user to whom they’ve been transferred to, which means there’s no way of telling who sent what (unless by opening each item individually).  We have large volumes of items, therefore really need to find a way of transferring the folders & their contents together and separate from the users’ own items.   Please let me know if there’s a way of doing this.  Many thanks


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