Do you want to ensure your essential agreements progress smoothly, even when the original sender is out of office or unavailable? Are you looking for a way to maintain customer satisfaction and avoid bottlenecks in your document workflows?

Docusign eSignature's custody transfer feature offers a solution. By enabling envelope ownership to be shared among a group, organizations can ensure that critical documents can be accessed, corrected, and processed by authorized team members, rather than being stuck with a single individual.

🎁 Benefits 

Custody transfer is a game-changer for the following use cases within your business:

• Handling absences: Vacations, sick leave, or unexpected absences won't disrupt your agreement processes.
• Maintaining privacy: Ensure sender information isn't unnecessarily exposed to signers.
• Improving collaboration: Streamline workflows and facilitate teamwork.
• Managing staff changes: Easily accommodate employee transitions without reassigning envelopes.
• Simplifying archiving and reporting: Centralize document management for greater efficiency.

👥 User Profiles

An account administrator sets up a custody transfer, with envelopes being transferred to other users within the same account. 

There are two main transfer options: user-to-user (e.g., when someone changes roles) and group-to-user (the more common approach, where a group's envelopes are transferred to a generic user for broader access). Transfers occur either when an envelope is sent or after it is completed.

🧰 Additional Resources

Now that you’ve reviewed how custody transfer benefits your users, check out the following resources to learn more about this helpful eSignature feature.  

• Best practices for Envelope Custody guide, which includes real-world use case examples.
• Video: How to Manage Custody Transfer Rules
• Docusign Support Center article: Envelope Custody Transfer Rules

🤝 Share Your Experience

Have you set up custody transfer rules in your account? What use cases do you have that could benefit from setting up custody transfer?