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2 Questions: New Employee sharing access and getting envelopes from someone who has left

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Hi!

So I have 2 questions.

We have 2 new employees on our team, and I am training them on the system. Because of the work we do, I need access to their envelopes and vice versa so we may help when someone is away/on vacation. I tried and was denied access.

Also, how do migrate an old accounts envelopes to a new person’s account?

Pawan GangwaniAnswer

Hero

Hello @AmJackson

I thing you might create the shared access so that you can access their templates. you route to eSignature settings and the user. Refer the ss below:

This link will help:
https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=ddd1660785625415.html&_LANG=enus

Thanks!

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

Pawan Gangwani

Answer

Hero

Hello @AmJackson

I thing you might create the shared access so that you can access their templates. you route to eSignature settings and the user. Refer the ss below:

This link will help:
https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=ddd1660785625415.html&_LANG=enus

Thanks!

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Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

JohnSantos

Guru

@AmJackson

For the second part of your question, you can use the Envelope Transfer if you have Org Admin access to the user's accounts. This will allow you to transfer envelopes between users on any organization account.

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Alejandro.Ramos

Docusign Employee

Hi @AmJackson,

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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