Docusign Documentation

Transfer Template from Demo to Production

  1. Log in to demo Docusign and go to the templates tab.  In the dropdown box to the right of the template that you want to transfer, select DOWNLOAD.

transfer image1

  1. Save the file to your computer – note the location where you are saving the file.
  2. Log in to production Docusign and go to the templates tab.
  3. Click on the yellow NEW box and select UPLOAD TEMPLATE.

transfer image2

  1. Navigate to the location where you saved the file in step 2 and select that file.
  2. The template is now available in production Docusign.