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Legacy User
May 10, 2023
Solved

eSignature for Salesforce - Deployment process

  • May 10, 2023
  • 4 replies
  • 96 views

I am new to DocuSign admin, but our eSignature solution uses apex toolkit to automate the generation and sending of DocuSign envelopes. To deploy the solution to production, the apex class could be deployed, but would the DocuSign Envelope Template have to be recreated in production manually?

Best answer by Community Expert

Hello,

Thank you for reaching back.

The migration tool would only work if both accounts are in Production or if both accounts are in Demo, so in other words, you would need to recreate them.

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

4 replies

Legacy User
May 10, 2023

Hello,

Thank you for reaching out here in the DocuSign Community.

Yes, all templates created in the demo environment would need to be recreated in the production environment: https://support.docusign.com/s/document-item?bundleId=fsg1646663268427&topicId=scr1646715662157.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

Legacy User
May 10, 2023

HI​,

Thank you for your response.

If we migrate the template record through data migration, will that work?

Docusign Employee
May 11, 2023

Hello,

Thank you for reaching back.

The migration tool would only work if both accounts are in Production or if both accounts are in Demo, so in other words, you would need to recreate them.

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

Legacy User
May 12, 2023

Okay, thanks Nathaly!