Best Practice: Transferring Ownership of sheets interfaced with DocuSign templates

SPRINGBOK

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

Genevieve P.

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

Genevieve P.

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

SPRINGBOK

Thanks so much! I believe this is working...will follow back up if we hit any snags!