When transferring envelopes, how can an original owner maintain access to the envelope that has been transferred?

When an envelope is transferred in DocuSign and the original owner wishes to maintain access to that envelope, adding the original owner as a CC (carbon copy) is the most effective strategy. By doing so, the original owner continues to receive notifications about the envelope's status and can view all updates and actions taken on it.

This approach ensures that the original owner retains visibility into the envelope even though ownership has been transferred. It’s important to note that simply notifying the original owner does not guarantee they will have continued access, while setting a reminder does not maintain access but rather prompts for action at a later date. Designating a new primary owner completely transfers control without retaining any attributes of shared access.

Therefore, adding the original owner as CC allows for ongoing engagement and oversight, fulfilling the goal of maintaining access to the envelope after its transfer.