Close user and transfer envelopes in DocuSign
Automatically close a departing user’s DocuSign account from a Slack request with Stepwork, and transfer their envelopes and templates to a colleague.
- Use case
- Employee offboardingIT
- Best for
- IT Administrator
- Applications used
DocuSign
Slack
- Business outcome
- Risk reduction
The problem
They left. Their agreements stayed open under their name.
In-flight DocuSign envelopes stall when the sender leaves. Recipients wait on a dead account while IT hunts down who should own the templates next.
Closing the user without a transfer drops active agreements. Doing the transfer by hand trails the rest of employee offboarding, so signature work freezes for days.
The outcome
Signature workflows survive the departure
Stepwork closes the DocuSign user and moves their envelopes and templates to the colleague named in the request. Active agreements keep moving as one step of employee offboarding, and the run records who asked and when.
- Envelopes and templates move to the named colleague.
- The departing user’s DocuSign account is closed.
- If the user cannot be found, the run stops.
The process
From Slack request to a closed DocuSign user
A teammate posts the request in Slack. Stepwork transfers ownership, then closes the user, in the same order every time.
- Step 1
Request it in Slack
A teammate posts the departing employee’s work email and the colleague who should receive their envelopes in the offboarding channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Find the user
Stepwork signs in to DocuSign admin and locates the user. If nobody matches, or more than one does, the run stops.
- Step 3
Transfer, then close
Stepwork transfers envelopes and templates to the named colleague, then closes the departing user’s account.
- Step 4
Confirm and reply in Slack
Stepwork checks that the account is closed and ownership moved, then posts the result back in Slack.
Why Stepwork
DocuSign is on the offboarding path
A deterministic agent runs the close-and-transfer path you recorded. Agreements do not stall waiting on whoever remembers DocuSign that week.
Similar use cases
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