Esig-Document Custom Fields migration to PROD

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Forum|Forum|1 year ago
October 11, 2024
2 replies
51 views

I have created several new document custom fields in DEV and now I need to copy them to PROD. I don’t see a way to do that. Looks like I will have to manually add those to PROD. Our SDLC process campus wide doesn’t allow us to do things manually in PROD. We need to be able to create a promotion set like CLM does so that the admin can deploy it into PROD.

M

marco.tanglao

Docusign Employee

Thanks so much for your idea, @mshealy . After review, we found that this request can be accomplished using existing features within Docusign.

You can get more details on that here Download and Upload Templates.

All saved Document Custom Fields in Demo must be placed in the template.

Once the template is uploaded in Production, either use or send the template, when you are on the placing fields section you have an option to save the Document Custom Fields.

Best regards,
Marco | Docusign Community Moderator

M

marco.tanglao

Docusign Employee

Idea Submitted→Existing Functionality

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