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Transfer Rooms to another Agent

  • 25 April 2024
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I have an agent who wants to transfer 100+ Rooms to an adim. is there a way to “Bulk Transfer”?

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Best answer by nathaly.monge 9 May 2024, 21:39

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Hey hey Tim, we have some options here I’ve outlined below - sorry I missed you in NYC for #Momentum. Thank you for joining us and hope you had a fantastic experience!!!!  Your path here will really depend on the use case for which way to go 🎯

1. Room Ownership Change - not a bulk option, must be done for each Room that the user wants to share or 'transfer'. https://support.docusign.com/s/document-item?language=en_US&rsc_301=&bundleId=hyt1643056100211&topicId=vha1572968406855.html&_LANG=enus

 

2. The option to 'bulk' transfer Rooms is best executed when closing a user account and the rooms need to be transferred. More on that here: https://support.docusign.com/s/document-item?language=en_US&bundleId=clr1643042075783&topicId=yqy1602099773080.html&_LANG=enus

 
3. If the above 1 or 2 won't resolve given the actual use case, you’ll need a support ticket 🎟 with specifics about the transfer request (including agent info) and an ACR will be generated so the Rooms are transferred manually on our end by a DB Admin. Generally, ACR is done when transferring more than 100 rooms so per your request here this may be the appropriate path 
https://support.docusign.com/s/contactSupport?language=en_US&rsc_301

 

Our hope is this helps! Let us know back here in Community or via your ATeam if you have any questions. Thank YOU 🙏 for your continued adoption and support on the Docusign for Real Estate Platform!!! 

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Thanks for the options- If I close the agent and transfer all Rooms does it transfer just “Active” Rooms or does it transfer “Review” and “Closed” also? Thanks again 

PS I really enjoyed NYC Momentum conference.

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Hello @Tim Charbonneau ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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