{"id":12413,"date":"2022-09-07T11:31:14","date_gmt":"2022-09-07T02:31:14","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=12413"},"modified":"2022-09-07T11:31:16","modified_gmt":"2022-09-07T02:31:16","slug":"transfer-documents-from-one-member-to-another","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/transfer-documents-from-one-member-to-another\/","title":{"rendered":"Transfer Documents From One Member to Another"},"content":{"rendered":"\n<p>In a workplace, sometimes you may have to transfer a member&#8217;s documents to another member due to reasons such as a member leaving your company.<\/p>\n\n\n\n<p>In eformsign, you can use the <strong>Transfer documents<\/strong> feature to transfer documents in all status (excluding draft) from the source member to the target member, with the status of transferred documents remaining the same after the transfer.<\/p>\n\n\n\n<p>Once documents are transferred, the dashboard and menus of both the source and target members will reflect the change in document ownership.<\/p>\n\n\n\n<p>You can also choose to transfer all or selected documents to the target member.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-background\" style=\"background-color:#a7f9d8\"> <strong>\u2757  <\/strong>The <strong>Transfer documents<\/strong> feature is available in all plans excluding Personal Plan.<br> <strong>\u2757<\/strong>  Only the company administrator and company managers can use the Transfer documents feature.<\/p>\n\n\n\n<h2>How to transfer all documents<\/h2>\n\n\n\n<p>You can transfer documents from one member to another as follows.<\/p>\n\n\n\n<ol><li>Go to<strong> Manage company<\/strong> &gt; <strong>Manage members<\/strong> in the sidebar.<\/li><li>Click the <strong>Transfer documents<\/strong> button at the top right corner of the screen.<\/li><li>Click the <strong>All<\/strong> tab and select the source member under <strong>Transferred by<\/strong> and select the target member under Transferred <strong>to<\/strong> and then click<strong> Confirm<\/strong> to transfer.<\/li><li>Once all the documents are transferred, a pop-up will be displayed showing the total number of documents transferred.<br><\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1920\" height=\"1080\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2022\/08\/doc-migration-en-1.gif\" alt=\"\" class=\"wp-image-12447\" \/><\/figure>\n\n\n\n<h2>How to transfer selected documents<\/h2>\n\n\n\n<p>You can transfer selected documents from one member to another as follows.<\/p>\n\n\n\n<ol><li>Go to<strong> Manage company<\/strong> &gt; <strong>Manage members<\/strong> in the sidebar.<\/li><li>Click the <strong>Transfer documents<\/strong> button at the top right corner of the screen.<\/li><li>Click the <strong>File<\/strong> tab and select the source member under <strong>Transferred by<\/strong> and then click the <strong>Download document list<\/strong> button to download an Excel file of all the documents the source member owns.<\/li><li>Open the Excel file and delete the rows of documents that you do not want to transfer from the document list. Only the rows remaining in the sheet will be transferred.<\/li><li>Save the Excel file and reupload it by clicking the <strong>Upload <\/strong>button.<\/li><li>Select the target member under <strong>Transferred to<\/strong> and click Confirm to transfer.<\/li><li>Once all the documents are transferred, a pop-up will be displayed showing the total number of documents transferred.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2022\/08\/doc-migration-en-2_1.gif\" alt=\"\" class=\"wp-image-12449\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>In a workplace, sometimes you may have to transfer a member&#8217;s documents to another member due to reasons such as a member leaving your company. In eformsign, you can use the Transfer documents feature to transfer documents in all status (excluding draft) from the source member to the target member, with the status of transferred [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":12456,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[129],"tags":[],"_links":{"self":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/12413"}],"collection":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/comments?post=12413"}],"version-history":[{"count":14,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/12413\/revisions"}],"predecessor-version":[{"id":12450,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/12413\/revisions\/12450"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media\/12456"}],"wp:attachment":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media?parent=12413"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/categories?post=12413"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/tags?post=12413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}