What is the Best Practice to manage envelopes from users that left the company

Forum|Forum|1 year ago
April 30, 2025
3 replies
221 views

I recently was appointed to manage our DocuSign eSignature instance, and when doing a review of the users found that I have a few that have left the company, their users are active, before deactivating their accounts need to know what would be the best practice to backup any company document that might be under their user and after having those documents. then proceed to deactivate those user ids.

Best answer by Matthew.Farler

Greetings,

Best Practice would likely be to transfer their envelopes in bulk to another, still active user. Here is the first in a series of articles containing instructions for doing this on our Support Center.

Keep in mind you can also do this even after you have closed their membership on your account, so no worries if you’ve closed a user before transferring their envelopes or templates.

Hope this helps!

Matthew.Farler

Answer

Docusign Employee

Greetings,

Best Practice would likely be to transfer their envelopes in bulk to another, still active user. Here is the first in a series of articles containing instructions for doing this on our Support Center.

Keep in mind you can also do this even after you have closed their membership on your account, so no worries if you’ve closed a user before transferring their envelopes or templates.

Hope this helps!

Matt Farler, Principal Product Trainer, DSU

E

EdRmzRuiz

Author

Newcomer

Thanks Matthew

will review the documents you linked

M

Melanie.Panguito

Docusign Employee

Hello @EdRmzRuiz,

I trust all is well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information 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, let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Melanie | Docusign Community Moderator

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

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.