Skip to main content
Parked

How can I automate the transfer of envelope Ownership when it created from one particular Template

Categories:CLMeSignature
  • May 23, 2025
  • 3 replies
  • 23 views

Forum|alt.badge.img+2

Hey Guys,

 

Is there anyway to implement the automatic ownership transfer when envelope is created by using one specific Template and not sharing the envelope created from Different template.

 

Note: I have used Custody transfer rules but it transfers all envelopes.

 

Thanks,

Sharath Reddy

3 replies

Forum|alt.badge.img+15

Hey ​@Sharath Reddy,

Welcome to the Docusign Community! While it's not available at the moment, your decision to post it here is a smart move. Thank you for sharing your Idea. You can always check on the status of your request, and remember, other users can upvote it. The more votes a post has, the more visibility it will have!

Just a heads up: while we don't have an exact timeframe for when an idea will be implemented, we're always working to bring your suggestions to life. Please also note that we cannot guarantee that every idea will be implemented or implemented exactly as suggested.

We appreciate your input and hope you’ll keep the ideas coming.

 

Sincerely,
Melanie | Docusign Community Moderator
 


Forum|alt.badge.img+15

Thank you for sharing this idea with us ​@Sharath Reddy, ​ We’ve reviewed your suggestion and appreciate the thought you put into it.

This request is not on our current roadmap, so we’ve marked it as parked for now

Although the request is not planned at the moment, we value your input, as it helps inform future enhancements should priorities change.

 

Sincerely,
Melanie | Docusign Community Moderator


Forum|alt.badge.img+15
Idea SubmittedParked