Account Inventory
A detailed export of user accounts, groups, shared mailboxes, and service principals with owner fields, last-login timestamps, and primary email addresses for each entry.
The template reduces operational risk during ownership changes, M&A, or outsourcings by capturing account-level details, compliance checkpoints, and transfer approvals in one standardized record. It clarifies responsibilities, preserves evidence for audits, and helps coordinate license and data tasks across IT, HR, and legal stakeholders.
The template is a cross-functional tool; multiple groups contribute data and sign approvals.
Combining these roles in a controlled workflow reduces missed steps and preserves an auditable record of decisions.
The IT Director reviews the migration plan, certifies inventory accuracy, and approves account deprovisioning. This signer confirms technical readiness, validates backups, and accepts post-migration support responsibilities in two to three brief statements.
The HR Manager attests to listed personnel actions, effective dates, and consent for data transfers. Their signature certifies employment status records used to justify account changes and timing for offboarding workflows.
A detailed export of user accounts, groups, shared mailboxes, and service principals with owner fields, last-login timestamps, and primary email addresses for each entry.
A mapping of current license SKUs to target assignments, including any required license purchases, reassignment schedules, and cost owner notes for each user or group.
Stepwise list of mail, OneDrive, SharePoint, and Teams content to move, with source/target locations, estimated sizes, migration tools, and rollback procedures.
Pre- and post-migration security tasks including MFA enforcement, conditional access rules, admin account separation, and service principal credential rotation.
Documented admin roles, delegated permissions, mailbox access grants, and the timeline for revoking elevated privileges after the transition.
Acceptance criteria, test case results, backup verification, and an approvals matrix for IT, HR, and legal with signature and date fields.
| Field | Configuration |
|---|---|
| Signer Order | Set sequential signing for legal then IT approvals. |
| Authentication | Use email plus SMS code or SSO where available. |
| Conditional Fields | Show migration details only when specific checkboxes are selected. |
| Retention Policy | Enable automatic export to PDF and secure archive after signing. |
Choose a platform that supports Microsoft 365 integrations and preserves audit trails for compliance.
Ensure the chosen platform supports required file formats, access controls, and legal hold exports for audits.
Complete license assignment before termination date to avoid service interruption.
Schedule deprovisioning after final data backup and retention hold checks.
Notify any third-party vendors at least 30 days before tenant changes.
Allow legal 5–10 business days for contract assignment review.
Secure all approvals and export a signed copy to the archive.
Complete account and license catalog with owners.
Obtain financial and legal approvals for migration.
Perform data transfer with validation checks.
Finalize sign-offs and store the signed record securely.
Produce a PDF/A or standard PDF with an embedded audit trail suitable for legal records and archival.
Maintain an editable DOCX master for template updates and internal reviews before finalizing the signed PDF.
Export account and license inventories as CSV for import into migration tools and asset trackers.
Generate a signer certificate with timestamps, IPs, and action logs to support chain-of-custody.
Optica Ventures needed a rapid tenant consolidation plan
A property management firm migrated leases and tenant folders
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Available | Available | Available | Available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |