How do I migrate templates for a user from one sub account to another sub account?

Forum|Forum|1 year ago
January 28, 2025
4 replies
436 views

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?

Best answer by Michael.Rave

@Moon16

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.

Michael.Rave

Answer

Docusign Employee

@Moon16

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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

M

Moon16

Author

New Voice

Hello @Michael.Rave,

Can you please guide me the process of exporting and importing the templates from one sub account to the other?

Michael.Rave

Docusign Employee

@Moon16

Sure, you can find a guide in this Docusign Support article on how to download and upload templates in Docusign eSignature.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

C

Christopher.Alpizar

Docusign Employee

Hi @Moon16,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

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