Moving Templates/Envelopes to a New User in DocuSign

Summary

The end user needs access to DocuSign templates created by someone else.

Body

Issue/Question

The new user needs access to their replacement's templates/envelopes in DocuSign.

I need to have access to the HR Super User Template in DocuSign to complete some Adjunct Faculty contracts.

Environment

  • DocuSign

Cause

New Hire

Resolution

  1. Please contact the Service Desk with the name of the new hire and the name of the person they are replacing

ITS STAFF ONLY

  1. See Updating Template Sharing in DocuSign
  2. See Transferring Envelopes in DocuSign
 

Details

Details

Article ID: 1428
Created
Wed 11/28/18 10:28 AM
Modified
Wed 6/30/21 4:57 PM
KCS Article Status
WIP: Only Problem & some Environment captured
Not Validated: Complete & Resolution captured, confidence lacks in structure, content, no feedback
Validated: Complete & reusable, used by licensed KCS user, confidence in resolution & std. compliance
Validated