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Is it possible to merge or combine two accounts of docusign

Forum|Forum|2 years ago
February 28, 2024
4 replies
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Hello, we had a recent change in domain of our organization from @harsco.com to @cleanearth.com. We have one user who had the account with previous harsco domain and after the domain change we created a new account with cleanearth domain because of the SSO login issue. Now user is looking to merge both accounts and need his old account templates. Please help me fix this issue.

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Best answer by David.Schmitz

@RafeeqMD I think input would be needed from DocuSign technical support to see if two Accounts can be merged. I can tell you that Templates can be downloaded and uploaded from one Account to another, here is an article to start you off on that process….

https://support.docusign.com/s/document-item?bundleId=xry1643227563338&topicId=opp1578456626879.html&_LANG=enus

Users could also likely be exported and imported but envelopes would be the greatest concern. I know there is a DocuSign Retrieve tool to export envelope but not sure of its import capabilities. You could also forward envelopes to the new Account but that would create a new envelope. So Templates for sure could be moved but otherwise I would suggest a Support case to see if there is a merger process for two Accounts into one.

D

David.Schmitz

Answer

Hero

@RafeeqMD I think input would be needed from DocuSign technical support to see if two Accounts can be merged. I can tell you that Templates can be downloaded and uploaded from one Account to another, here is an article to start you off on that process….

https://support.docusign.com/s/document-item?bundleId=xry1643227563338&topicId=opp1578456626879.html&_LANG=enus

Users could also likely be exported and imported but envelopes would be the greatest concern. I know there is a DocuSign Retrieve tool to export envelope but not sure of its import capabilities. You could also forward envelopes to the new Account but that would create a new envelope. So Templates for sure could be moved but otherwise I would suggest a Support case to see if there is a merger process for two Accounts into one.

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Alejandro.Ramos

Docusign Employee

Hi @RafeeqMD,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?

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!

R

RafeeqMD

Author

Newcomer

Hello Alejandro,

Thank you for the follow up. I’m still looking for the solution.

I could not find any article to merge two accounts and our enduser is still unable to access previous account to download the templates.

Your help is greatly appreciated.

Thanks & Regards,

Rafeeq MD

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Alejandro.Ramos

Docusign Employee

Hi @RafeeqMD,

Thank you for following up.

There is no option in place that would allow you to merge 2 users within eSignature.

However, DocuSign Support can assist your user in accessing their second account to help retrieve their templates.

https://support.docusign.com/en/contactSupport

If you are not able to open the case on the same page, you should scroll down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support. Also, feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea to be reviewed by our development team for possible implementation. If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Feel free to let us know if you need further assistance with this.

Thank you for using DocuSign, we hope you have a wonderful rest of your day!

Best regards,

Alejandro R. | DocuSign Community Moderator

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

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