Best Practice: Transferring Ownership of sheets interfaced with DocuSign templates
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
Best Answer
-
Hi @SPRINGBOK
I believe you may just need to transfer ownership of the template in DocuSign. If you want the template to come from this other user, you may need to log out of the first DocuSign account for that sheet and have the new owner log into the sheet with the new DocuSign account.
Here's an article that goes through transferring your Smartsheet items as a final step: Change ownership of a sheet, report, or dashboard or Use nondestructive transfer to change ownership of sheets, reports, or dashboards
Let us know if that process worked smoothly for you!
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Answers
-
Hi @SPRINGBOK
I believe you may just need to transfer ownership of the template in DocuSign. If you want the template to come from this other user, you may need to log out of the first DocuSign account for that sheet and have the new owner log into the sheet with the new DocuSign account.
Here's an article that goes through transferring your Smartsheet items as a final step: Change ownership of a sheet, report, or dashboard or Use nondestructive transfer to change ownership of sheets, reports, or dashboards
Let us know if that process worked smoothly for you!
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Thanks so much! I believe this is working...will follow back up if we hit any snags!
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.3K Get Help
- 364 Global Discussions
- 199 Industry Talk
- 428 Announcements
- 4.4K Ideas & Feature Requests
- 136 Brandfolder
- 127 Just for fun
- 128 Community Job Board
- 445 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 283 Events
- 35 Webinars
- 7.3K Forum Archives