Migrate DocuSign Status' that were open but now closed

Categories:Integrations

Forum|Forum|2 years ago
August 15, 2024
3 replies
63 views

Hi,

I was told that after you use the migration tool to migrate records, the ones in Sent status do not migrate (that is fine) but then once those in Sent are completed, I would like to migrate them to the new object. But I guess that is not an option and that is by design? Please make a way for us to go back and move these few envelopes to the new object so we can only have one DocuSign Status related list on page layouts and we then can eventually uninstall legacy DocuSign - assuming if we uninstall and they aren’t moved over we would lose these records?

https://community.docusign.com/topic/new?type=idea

Hengfeng Ge

Hero

I think sharing screenshots of your current configuration along with a description of your use case could help in further troubleshooting the issue, I would appreciate it if you could include these as part of your next response.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

M

Melanie.Panguito

Docusign Employee

Thanks for sharing this idea with us, @etemkin . 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.

Regards,

Melanie | Docusign Community Moderator

M

Melanie.Panguito

Docusign Employee

Idea Submitted→Parked

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