Keep Your Agreements Moving, Even When You're Not There

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?