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Are there any best practices/advice for moving templates from demo to production environment?

Are there any best practices/advice for moving templates from demo to production environment?

Hi @Kat0120 

Couple of things to point out

  1. If you are downloading a template from one account to another, and you’ve protected your template by using a password, the process of downloading the template will remove the password. 
  2. Downloading a single template will export the file in JSON format. If you select multiple templates it will export the file as a .ZIP file. When you upload a template into you account you can either select the JSON file or the ZIP file. Both are accepted.
  3. Make sure you have the correct level of access to be able to Download/Upload templates. You will need to have been assigned a DS Admin permission profile or a custom permission profile with Templates > Share level of access.

​Hi @Kat0120,

 

I hope you are doing well.

I would like to confirm if you could solve your issue by utilizing the suggested solution?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

 

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 


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