How to replace a user and transfer their documents?

If a user leaves your organization, you can transfer their documents to another active user during the user deletion process. The available license can then be assigned to a replacement user.

Who can use this feature?

This feature is available to:

• Account administrators

When to use this feature?

Use this feature when you need to:

• Replace a user who has left your organization.
• Transfer documents to another user.
• Assign the available license to a replacement user.

Replace a User and transfer documents

Follow these steps to transfer documents and add a replacement user.

Step 1: Open the Users Page

• Sign in to your BoldSign account.
• Go to Users & Teams > Users.

Step 2: Delete the User

• Locate the user you want to replace.
• Click More Actions(⋮) next to the user.
• Select Delete User.

Step 3: Transfer Documents

• Select an active user in the Delete User dialog.
• Review the transfer details.
• Click Confirm.

Step 4: Invite a Replacement User

• Click Invite User.
• Enter the user’s details.
• Click Invite.

Result

After completing these steps:

• The user’s documents are transferred to the selected active user.
• The user account is removed from the organization.
• The license becomes available for reassignment.
• A replacement user is invited to the account.