Will custody transfer rules work with PowerForms?

Question

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.

JohnSantos · Accepted Answer

​@Peter CooperYes, 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.

Ma.Cubio · Answer

Hello ​@Peter CooperHow are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved.If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!Sincerely,Ma. Cassandra | Docusign Community ModeratorIf this helped, feel free to Like👍and click "Best Answer"

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