Best Practice: Transferring Ownership of sheets interfaced with DocuSign templates

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SPRINGBOK
SPRINGBOK ✭✭✭
edited 08/15/23 in Add Ons and Integrations

Good afternoon,

I am about to leave my role and am working on a smooth transfer of Ownership plan. I have several sheets that automate the use of docusign for document generation and then esigning. I created the DS Templates that are being used as well as the mappings for all of them. I'd like to ask what the best practice is for making sure that this gets transferred as easily as possible to a new sheet Owner. Any info/advice is greatly appreciated.

Cheers,

Shelley

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