Merging accounts

Question

Hi, we’re three employees under a standard plan. One of the employees has another free account that he wants to merge. How can we do it?

Under his free account, he has multiple signed agreements he’d like to transfer to the paid account and then close the free account.

I’d appreciate your help,

Best,

Roni

nathaly.monge · Accepted Answer

Hello ​@Roni KandelWelcome to the Docusign Community and thank you for posting your concerns!Unfortunately, Docusign does not have a way to merge accounts or transfer envelopes from one account to another unless the account is under an Organization (this is a paid feature available for direct account) and the accounts are on the same site. I recommend the user downloads any needed documents and store them in their private device to later close their account.Let us know if you need further assistance with this.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

nathaly.monge · Answer

Hello ​@Roni Kandel,If you found my response 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!

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