Transferring contacts and envelopes

Hello ​@Keith Dalton,

Thank you for reaching out, and a warm welcome to the Docusign Community! We are absolutely delighted to have you here and can't wait to share our knowledge with you.

I understand you have multiple Docusign accounts: one personal paid account and one through your brokerage, which you'd like to use. You need to transfer your contacts and envelopes from your personal account to another. Rest assured, I'll be with you every step of the way and will do my best to assist you.

There are specific requirements for transferring envelopes from one account to another. First, accounts should be under an Organization (this is a paid feature available for Direct plans). Next, the accounts should be on the same site. More information here: Envelope Transfer Overview. If this is unavailable, users with multiple Docusign accounts can easily switch between accounts. Article: Switch Accounts and Set a Default Account. However, suppose you decide to use only one account. In that case, I recommend downloading any needed documents, storing them on your private device, and later closing the account. Additionally, templates can be downloaded and uploaded to the new account.

Articles: 

Download Templates

Upload Templates

Regarding transferring contacts to another account, while we do not have this option, what I recommend is below:

Log into your personal account, go to Contacts, highlight all contacts, copy and paste the data into an Excel file, and then arrange and paste them into the CSV file template for importing contacts. Lastly, log into your new account and import all the contacts. Here is a step-by-step guide for importing contacts, including the CSV file template: Import Contacts in Bulk to Your Address Book.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

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Best regards,

Melanie | Docusign Community Moderator

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