TRANSFER ENVELOPES
1. Enter Settings
2. Navigate to Users
3. Search for User who owns the envelope(s) to transfer
4. Use the Actions button to open a drop down menu beside the User record, Select Transfer Envelopes
5. Transfer envelopes individually by searching for the name of the package using the filters and selecting the checkbox beside the envelope, or by exporting all of the User's envelopes via downloaded CSV file.
6. Transfer Record(s)
Individual Transfer = Select User the envelope(s) are to be Transferred to via 'Transfer Now' Button
Mass Transfer
Mass transfer = Save the Envelope Id's only in the downloaded CSV report, and save file as a new CSV
Transfer Using CSV.
Upload the saved CVS report and select the user to transfer envelopes to
