Create envelopes as a generic user in Salesforce, not affected by user deactivation in Salesforce

Categories:eSignature

Forum|Forum|1 year ago
March 19, 2025
2 replies
43 views

I need a way to keep the envelopes sent by an ex-employee to be updated when completed, even when the Salesforce user is deactivated.

I already have a custody transfer on DocuSign to a generic Sender ‘Generic User’. But in Salesforce the owner of the envelope is the agent who sent the envelope. Is there a way where by default in Salesforce I can set the owner of the envelope to a generic user from the beginning so that the updates continue even if the agent is inactive?

M

marco.tanglao

Docusign Employee

Thanks for sharing this idea with us, @Darsh. We’ve reviewed it and appreciate the thought behind it.

At this time, we’re not planning to pursue this request, so we’ve marked it as parked.

While it’s not on our current roadmap, ideas like yours help inform future direction if priorities change.

Thanks again for contributing your input.

Best regards,
Marco | Docusign Community Moderator

M

marco.tanglao

Docusign Employee

Idea Submitted→Parked

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