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Changing Contract Owners

  • 24 May 2024
  • 3 replies
  • 38 views

Hi,

 

I am new to DocuSign and would like to ask a way to change if an employee owned contracts and leaves an organisaation. How easy is it to transfer contracts from emploee who is leaving to another employee.

 

Thanks.

 

Regards,

 

Farayi

3 replies

Alexandre.Augusto
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Hello, @Farayi 

 

You are welcome to the Docusign Community!

 

An Admin in your account can use the option: Custody Transfer for transferring envelopes from an user to another.

 

Custody transfer can be used through the Settings option by an Admin.

 

See the Best Practices for Custody Transfer:
https://dsucustomers.docusign.com/km-guide-best-practices-for-envelope-custody-transfer/1730977

 

Let me know if I answered your question, if so, I’d appreciate your Like here, thanks!

 

Best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com
F
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Thank You. I will try and get back you you. Much appreciated.

F
Rank
Badge +1

Hi @Alexandre.Augusto ,

 

Thanks for your reply. Just to let you know this is working for e-signature but not legacy contrat that were uploaded. Thus transferring an already signed/completed contracts to new owners of that contract.

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