Shared Templates/Layouts Created By Terminated Users
Tuesday, May 9, 2023 at 02:59pmWe have some users who have created many shared templates/layouts for our employees to use in OneSpan Sign, but have never sent any packages themselves. If one of these users leaves the company, I am assuming their templates/layouts will be removed if we delete their account; is that correct? If so, should we only lock those users when they leave, or is there a way to transfer ownership of their templates/layouts prior to deleting them? We use OneSpan Sign SaaS if that makes a difference. Thank you!
Reply to: Shared Templates/Layouts Created By Terminated Users
Tuesday, May 9, 2023 at 03:36pmHi Casey,
Thanks for your post!
If your sender owns templates/layouts, I believe you can only lock them instead of delete.
It's also possible if you prefer to transfer ownership of their templates/layouts (but it takes few more steps). You'd (1)first copy the templates & layouts from sender to sender using Template & Layout Copy Tool. (2)Then you can delete sender templates and layouts using these two tools - Layout Management Tool, Template Management Tool (see attachment) (3)and finally to delete the sender.
Duo