Back to Docusign.com
I would like to use custody transfer rules with Powerforms. I want to have the same “offers privacy” of the envelopes appearing that they are sent from a generic email address on our domain, and I need the ability for the sending department group to be able to check on the envelope status and resend the envelopes. If i understand how this works with templates, there is the ability to transfer envelopes “prior to first send” however, there is no mention of this working with Powerforms. We use SSO so I do not want users logging into docusign with a generic domain account. Please let me know if there are any differences in functionality.
+19- Guru
- 1076 replies
Yes, I believe you can create Custody Transfer rules via Admin → Envelopes → Transfer Custody. These rules automatically transfer ownership of envelopes (and templates) from one user/group to another based on status or other conditions.
Sign up
Already have an account? Login
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.
Customer Login/Registration Developer Login/RegistrationDocusign 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.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.