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We have one organization account with many sub-accounts. I'd like to migrate all templates of the users from on sub account to the main account. Anyone know how?
Solved
How do I migrate templates for a user from one sub account to another sub account?
+2- New Voice
Best answer by Michael.Rave
To move templates between accounts you can export them from your current account and import them into the new account. You must have sufficient access permissions in both accounts to perform this action.
You may select multiple templates to export and import at the same time, so there is generally no need to do this one by one. Note: There is a size limitation when importing the templates. Depending on the size of the actual templates you may need to export them in smaller batches and may not migrate all of them with a single export and import.
+19- Docusign Employee
- Answer
To move templates between accounts you can export them from your current account and import them into the new account. You must have sufficient access permissions in both accounts to perform this action.
You may select multiple templates to export and import at the same time, so there is generally no need to do this one by one. Note: There is a size limitation when importing the templates. Depending on the size of the actual templates you may need to export them in smaller batches and may not migrate all of them with a single export and import.
+2- New Voice
Hello
Can you please guide me the process of exporting and importing the templates from one sub account to the other?
+19- Docusign Employee
Sure, you can find a guide in this Docusign Support article on how to download and upload templates in Docusign eSignature.
- Community Moderator
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