What is a necessary step when transferring ownership of an envelope?

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Transferring ownership of an envelope in DocuSign involves a clear process to ensure that the envelope management is seamless and maintains its integrity. One of the critical steps in this process is to cancel the existing ownership before initiating the transfer. This step is necessary because it effectively removes the initial owner's rights and responsibilities over the envelope, thereby preventing potential conflicts or confusion regarding who has the authority to act on the envelope after the transfer is initiated.

By canceling the existing ownership, you ensure that the new owner can take full control and access to the envelope, which includes the ability to manage any required actions or permissions associated with the document. It mitigates the risk of actions being taken by both the previous and new owners simultaneously, which can lead to errors or unintended modifications to the envelope. This ensures a clear, defined transition that aligns with best practices in document management within the DocuSign platform.

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