Are there Best Practices\Procedures\Whitepapers on how to migrate an updated\changed Template\PowerForm from a lower (Demo\Test) Account to a Production Account?

Question

Use Case # 1 - Template\PowerForm exists in Production AccountTemplate\PowerForm is modified in Demo Account & needs to be promoted to Production AccountChanges are just to the underlying document associated with the Template\PowerFormUse Case # 2 - Template\PowerForm exists in Production AccountTemplate\PowerForm is modified in Demo Account & needs to be promoted to Production AccountChanges are to the underlying document associated with the Template\PowerForm & also to the document fields placed on the associated documentUse Case # 3 - Template\PowerForm exists in Production AccountTemplate\PowerForm is modified in Demo Account & needs to be promoted to Production AccountChanges are to the underlying document associated with the Template\PowerForm & also to the document fields placed on the associated documentTemplate\PowerForm is related to a CLM workflowThanks,

Community Expert · Accepted Answer

Hello,Thank you for reaching out here in the DocuSign Community.I apologize for the inconvenience, I understand that you want to know if there are Best Practices\Procedures\Whitepapers on how to migrate an updated\changed Template\PowerForm from a lower (Demo\Test) Account to a Production Account.Currently, since the Demo and the Production are two separate environments, we still do not have the option to promote changes of templates directly from Demo to Prod, the only way will be either replicating the changes on Prod or downloading the template from the Demo and upload it on the Prod environment.More information at https://support.docusign.com/s/document-item?bundleId=xry1643227563338&topicId=opp1578456626879.html&_LANG=enusLet us know if you need further assistance with this.Best regards,Christopher |DocuSign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

Community Member · Answer

Christopher, Thanks for your quick response & your answer to my question. Do you know of any plans from DocuSign to add functionality to make the promotion process more straightforward? Thanks, Jim O'Brien

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