Updating an email that sends on behalf of a VP's office

Question

Due to a recent staffing change I need to update an email that was sending on behalf of one of our VP Offices. The email being used was a personal email and that person has left our organization and we have no access to their email.

I’ve created a new user but don’t see how I can swap it out for the previous email. We’d like to keep all historical envelopes in tact as well.

Any help is appreciated.

Triple T · Accepted Answer

We’ve been able to resolve this by simply deleting the old email and creating a new one to start ‘fresh’ with. All previous documents had been saved outside of DocuSign so the envelope history was not important, as was originally thought.

Thanks, Tim.

JohnSantos · Answer

@Triple T- Were you using a Custody Transfer to send the envelope? If you were, you will need to delete the previous rule and create a new one with the updated email address.

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