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Legacy User
Aug 7, 2018 7:34 PM UTC
Solved

Transfer envelopes to a different account

We're in the process of creating a new account for one of our departments. They have already sent out envelopes in our current setup. I know you can transfer envelope ownership within an account, but is there a way to transfer those completed envelopes to a different account? If so, can it be done by an admin or will it involve DocuSign doing the work? Thanks in advance!!

 

Docusign Employee
Aug 7, 2018 10:46 PM UTC

Hi, Welcome back to the DocuSign Support Community!A DocuSign admin should be able to select one of the ways mentioned in the(https://support.docusign.com/en/guides/org-admin-guide-envelope-transfer)  Envelope Transfe r guide. 

Donna Community Moderator

3 replies

Docusign Employee
Aug 7, 2018 10:46 PM UTC

Hi, Welcome back to the DocuSign Support Community!A DocuSign admin should be able to select one of the ways mentioned in the(https://support.docusign.com/en/guides/org-admin-guide-envelope-transfer)  Envelope Transfe r guide. 

Donna Community Moderator

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Legacy User
Aug 8, 2018 12:18 PM UTC

Thanks.

I can't see the Envelope Transfer tile in the organization admin. interface, which probably explains why I couldn't figure out how to do the transfer. I contacted our account manager to see if it could be added to our account.

 

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New Voice
Mar 27, 2024 1:59 PM UTC

The above link, (https://support.docusign.com/en/guides/org-admin-guide-envelope-transfer, brings up error: Page Not Found.

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