If an employee leaves the organisation, is there a way to assign/transfer ownership of their envelopes to someone else in the team?
Best answer by Community Expert
Hello,
Thank you for reaching out here in the DocuSign Community, and thank you, Olivier, for the kind response.
To add to what Olivier said, here are the links for more information, also, we would recommend using Transfer Envelopes and Templates Between Users, you would need to be an account administrator to set and perform both functions within the Settings tab:
Custody Transfer: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=zuo1583277376422.html&_LANG=enus
Transfer Envelopes and Templates Between Users: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=fko1583277371787.html&_LANG=enus
Let us know if you need further assistance with this.
Best regards,
Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Reply
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.