Can a Document Generation form be exported/imported?

Forum|Forum|1 year ago
February 19, 2025
3 replies
154 views

I 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 @extol7

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.

Pawan Gangwani

Answer

Hero

Hello @extol7

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.

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

extol7

Author

Active Voice

Thanks,

I will need to research/learn how to deploy. I am new to DocuSign workflow, I am a Microsoft guru.

J Herschel

Pawan Gangwani

Hero

Thanks,

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.

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

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