Import templates from DocuSign

Migrating templates between different platforms can be challenging. That’s why DocuSeal allows you to easily import templates directly from DocuSign.

To import a template from DocuSign to DocuSeal, follow these steps:

  1. Log in to your DocuSign account.
  2. Go to the Templates section.
  3. Locate the template you want to import, then click the Actions icon (three dots) on the right. Download template from Docusign
  4. From the dropdown menu, select Download and save the file as a .zip to your device.
  5. Log in to your DocuSeal account.
  6. Navigate to the Document Templates section (if you’re not already there).
  7. Click the Upload button or drag and drop the .zip file you downloaded from DocuSign into the upload area (if it appears). Template dashboard upload button
  8. Wait for the import process to finish. Once complete, you’ll be able to edit and use your template in DocuSeal.
  9. Done! Your template is now imported into DocuSeal and ready to use. Edit template in Docusign Edit template in DocuSeal

In the template editor, you can rename it, add or remove fields, and adjust other settings as needed.