Administrator level access is required. If you require ownership transfer of Docusign materials but you are not an admin, please submit an Account Management service request.
As an account administrator, you can transfer envelopes and templates from one user to another by using Custody Transfer.
- From the Accounts view, select Custody Transfer.
- Select Transfer Envelope or Transfer Template.
All corresponding items in your account for the last three months are listed. Use Filter to change the list of items shown by specifying a different date range or other criteria, such as the template owner or envelope sender.
- Select the check box for the envelopes or templates that you want to transfer, and select Transfer Now.
- Select the user that the items are being transferred to. Enter a user name or email address, and press Enter to view names that match the search criteria you entered. Select the name that you want, and select Transfer.
- Select Confirm to confirm the transfer.
The job is placed in a queue for processing and listed in the Bulk Actions log. This log shows a list of bulk actions for your account and the progress of the actions. After the job is completed, the transferred items are moved to the new owner's account.
Web Forms
For ownership transfers of web forms, the new owner (or someone with administrative access) will need to log in to the Admin console in Docusign, access Templates and then Web forms>All Web Forms and select Edit. In the Edit screen, select the option to Activate and the form will become available.
In some instances, it may be necessary to generate a new URL for the web form and replace the embedded URL on the website.