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Transfer envelopes to a different account

  • August 7, 2018
  • 3 replies
  • 150 views

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We're in the process of creating a new account for one of our departments. They have already sent out envelopes in our current setup. I know you can transfer envelope ownership within an account, but is there a way to transfer those completed envelopes to a different account? If so, can it be done by an admin or will it involve DocuSign doing the work? Thanks in advance!!

 

Best answer by Community Expert

Hi, Welcome back to the DocuSign Support Community!A DocuSign admin should be able to select one of the ways mentioned in the(https://support.docusign.com/en/guides/org-admin-guide-envelope-transfer)  Envelope Transfe r guide. 

Donna Community Moderator

3 replies

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Hi, Welcome back to the DocuSign Support Community!A DocuSign admin should be able to select one of the ways mentioned in the(https://support.docusign.com/en/guides/org-admin-guide-envelope-transfer)  Envelope Transfe r guide. 

Donna Community Moderator


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Thanks.

I can't see the Envelope Transfer tile in the organization admin. interface, which probably explains why I couldn't figure out how to do the transfer. I contacted our account manager to see if it could be added to our account.

 


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  • New Voice
  • March 27, 2024

The above link, (https://support.docusign.com/en/guides/org-admin-guide-envelope-transfer, brings up error: Page Not Found.