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
Couple of things to point out
- 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.
- 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.
- 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
I hope you are doing well.
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Best regards,
Alejandro R. | Docusign Community Moderator
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