+2I would like to copy a Document Generation Form from our PROD environment to our UAT environment to ensure they are the same. I see the ability to make a copy of a form, is there a way to export it to .json like I can for a workflow? or xml?
I could not find any information in the DocuSign CLM Support information.
Best answer by Pawan Gangwani
Hello
I hope you doing well. You cannot like to export/import the forms, what you can do is to create a “deployment” package of the configuration in PROD that you would like to deploy on UAT. Download it and upload on UAT manually in any folder and deploy.
LMK, if you need further assistance.
Thanks! Hope it helps.
+15Hello
I hope you doing well. You cannot like to export/import the forms, what you can do is to create a “deployment” package of the configuration in PROD that you would like to deploy on UAT. Download it and upload on UAT manually in any folder and deploy.
LMK, if you need further assistance.
Thanks! Hope it helps.
+2Thanks,
I will need to research/learn how to deploy. I am new to DocuSign workflow, I am a Microsoft guru.
+15Thanks,
I will need to research/learn how to deploy. I am new to DocuSign workflow, I am a Microsoft guru.
That's awesome! Since I'm familiar with DocuSign workflows, I’d be happy to help you.
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