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Idea Submitted

Update Bulk Envelope Transfer Experience

Categories:eSignature
  • December 15, 2025
  • 0 replies
  • 3 views

Christina Griffith
Active Voice
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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:

  1. Prepare 49 CSV’s containing the users Envelope ID for the new account transfer
  2. Navigating to Org Admin > Envelope Transfer > Select Actions > Transfer Envelopes (from old account) > Transfer Using CSV > upload CSV file > Select Target Account > Find User
    1. 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!