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i have created custom integration b/w Docusign-Salesforce for Esignature, now i have my templates in demo account, how shall i get them in Prod? Please tell!!

@singhanubhav 

You can migrate templates from the DocuSign Demo environment to the Production environment. Here's a general outline of the process:

1. Export Templates from the Demo Environment:

  • Log in to your DocuSign Demo account.
  • Navigate to the Templates tab.
  • Locate the template(s) you want to migrate. (You can select more than one)
  • Select the 3 dots next to the Share to Folder button after you select the templates.
  • Use the "Download" option.   This will download a zip folder with the templates selected.

2. Import Templates into the Production Environment:

  • Log in to your DocuSign Production account.
  • Navigate to the Templates tab.
  • Go to Start → Envelope Templates → Upload Template
  • Locate the file that was just downloaded from the Demo Environment.  You should see it in Production once it finishes uploading.

 

Before using the templates in a live setting, conduct a thorough test.


​Hi @singhanubhav,

 

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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