Changing the owner of a document

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Scott Lowe

• January 15, 2021 15:11

Just chatted with support via live chat and was told that the only way to change a document owner is to have the intended owner clone the original document.  Given that a common use case would be having support staff create proposals on behalf of a sales team or situations like that, this is... not ideal.  It impacts the statistics and I haven't gotten around to testing what it would do to any automations that may be in play (we're deeply integrated with HubSpot).

If anyone has any ideas on this, I'm all ears.  Had I known this during the sales process, we would not have moved forward.

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  Rocky

  • January 16, 2021 19:51

  Hi Scott, 

  Thanks for the question. Yes, we will be adding the ability to change the document owner this quarter. We will keep you updated as soon as it is available. 

  Thank you!

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  Rocky

  • January 16, 2021 20:10

  Here is a little sneak peek of the feature: You will have the ability to transfer ownership of a document to one person and the ability to transfer all of someone's documents to another team member if needed. 

  

  

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  Jeff Gordon

  • September 25, 2024 20:32

  For Salesforce, how do I set up that the file's owner is the user who generated the document?

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