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i currently have a brokeragae designated account, how do I transfer my history and open a personal docusign account

Hi @matthewlawrence,

 

Welcome to the DocuSign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I understand that you are looking to transfer your envelopes to a new account, and I will share more details on this topic.

 

The option to transfer envelopes is only available by default to Enterprise accounts with access to DocuSign Organization Admin. This is also limited to envelopes hosted within the same DocuSign server.

 

For more details on this topic, see:

 

Envelope Transfer

 

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic.  

 

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

 

Compare eSignature plans & pricing  

  

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. 

 

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!

 

 

 


Hi @matthewlawrence,

 

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!   

 


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