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Hi all.

I have a request. We want to recover documents from a former user about a 1 year ago. Is that possible?

Hi @Sergio Fangueiro !

If this former user is within the same account that you have access to, that is, you are both users of the same account, you will be able to transfer the sent envelopes from this person.

To do this, go to Settings > Users > in filters, select the Closed status > locate the former user > Actions > Transfer Envelopes. Select all the envelopes you want to transfer and choose a person to be the new owner.

Please, check this article for more information: Transfer Envelopes and Templates Between Users


Hi @Sergio Fangueiro,

 

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 or if the information that was provided was useful.

 

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,

 

Christopher | DocuSign Community Moderator

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


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