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March 21, 2024
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Realtor retires

  • March 21, 2024
  • 5 replies
  • 180 views

When an agent retires from the real estate business does the office have the ability to access their contracts ?

    Best answer by Jeff.Daviscourt

    You can also transfer envelopes within the account across users 1x1 or via a bulk transfer using a CSV.

    5 replies

    Alexandre.Augusto
    Docusign Employee
    Docusign Employee
    March 21, 2024

    Hello, @MikeOklahoma 

     

    Welcome to the DocuSign Community!

     

    Responding your question:

    An DocuSign eSignature account always will have at least one Administrator (best practice is to have at least two), such Administrator can use an option called Share Envelopes from one user to another, so in your case, the retired agent surely has an user and all his contracts still in his account even if he left the company or his users was Closed (Disabled). The Administrator can share his envelopes with another user who will have the permission to see the retired agent envelopes.

     

    However, it’s important to highlight that each business has their Security and Compliances rules, based on that they can decide to keep all envelopes doesn’t matter who sent or delete the completed envelopes after an amount of time.

    In summary, the office can access the envelopes if they are the Administrator of the eSignature account.

     

    I hope that helps.

    Alexandre

    Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com
    New Voice
    March 21, 2024

    Thank you!

    Jeff.Daviscourt
    Docusign Employee
    Docusign Employee
    March 21, 2024

    You can also transfer envelopes within the account across users 1x1 or via a bulk transfer using a CSV.

    New Voice
    March 21, 2024

    Thank you!!

    Docusign Employee
    April 5, 2024

    Hello @MikeOklahoma ,


    If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


    Best regards,

    Nathaly | DocuSign Community Moderator
    "Select as Best" below if you find the answer a valid solution to your issue!