Tranfer documents former user

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.

How to manage signed document with employee A is resigned?

Employee A is resigned

Employee B is replacement of Employee A

Employee C is the boss.

Can Employee B and C see the signed documents.

Hello ​@Gary Choi -- Thanks for reaching out.

If Employee A has resigned and their DocuSign account is part of your organization’s account, you can transfer their envelopes to another user:

• Go to Admin > Users

• Filter by Closed status to find Employee A

• Select Actions > Transfer Envelopes

• Choose Employee B or Employee C as the new owner

Article 👉 Transfer Envelopes and Templates Between Users

This will give the selected person full access to the sent documents originally owned by Employee A.

Employee B (the replacement) can see the documents if they are transferred to their account.

Important: DocuSign only allows the transfer of ownership for envelopes that a user has sent, not ones they’ve received.

I hope this information helps. Should you require any additional assistance, feel free to reach out. Thank you!

Best regards,

Jenny | Docusign Community Moderator

​@Vinicius.Rodrigues ​@Jenny.Martin ​@Christopher.Alpizar I’m an administrator and I’m trying to transfer ownership form a closed user. When I select the actions menu on the closed user, no “transfer” options come up.

Why might this be the case? Is this a further permissioned feature? Thanks!

Hi ​@zbachFREE !

Even for closed users, the Transfer Envelopes and Templates options are available (see image below). If you can't see these options, it could be due to three reasons: 

• You're accessing the wrong location. To transfer, you must access the Admin menu within eSignature (not within DS Admin/Organization);
• You're not a full administrator; or;
• Your account doesn't have this feature enabled.