Hello!
I recently had to complete Envelope Custody Transfers for over 4000 envelopes and 49 users. These users were placed in one of three accounts in the environment. I advised with my Docusign Support team, prior to transfer, of the most efficient method available for a situation such as this. It was confirmed that transferring per account and per user was the best method, at this time. This meant that I had to do the following:
- Prepare 49 CSV’s containing the users Envelope ID for the new account transfer
- Navigating to Org Admin > Envelope Transfer > Select Actions > Transfer Envelopes (from old account) > Transfer Using CSV > upload CSV file > Select Target Account > Find User
- This step was completed 49 times, I was also unable to upload multiple CSV’s. It required the transfer to complete before a new one could be completed.
I’m hoping to never have to do this again, but if I do, it would be nice to have the process updated a bit. If you all can offer the option to bulk transfer for multiple users that would appreciated. For example, if you could expand the template CSV to include:
- Target Account ID
- Target Account User or GUID
This would allow Org Admins to complete slightly larger custody transfers without the additional steps.
Thank you for your consideration!
Back to Docusign.com

