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Question

How can I see whose envelopes were transferred?

  • December 16, 2025
  • 0 replies
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When a user leaves our company we transferer their envelopes using the “Transfer now” button before closing the user’s account. Occasionally an admin will start several of these transfers at once or get distracted while the envelopes are being transferred. The issue is they cannot tell which transfers are complete and have to check each user to see if they still have envelopes before closing out the record. How can the view whose envelopes were transferred? The “Action” button only shows who the envelops were transferred to, not who they belonged to initially.