Migrate DocuSign templates into Dropbox Sign

Overview

Dropbox Sign makes it easy for you to migrate templates from DocuSign to Dropbox Sign. This is an efficient, time-saving process that simplifies transitioning your important template structures into your Dropbox Sign signature workflows.

When you migrate templates you can easily identify which templates have been successfully migrated, partially migrated, or failed to migrate. Dropbox Sign supports a majority of DocuSign template Properties, Features, and Document Fields but there are some key differences that you should be aware of prior to migration. Please review the template conversion matrix below for more details on supported properties and limitations while migrating templates.

Template Conversion Matrix

Note: The tooltip property is not currently a supported conversion property for the listed Document Fields below.

Matrix Legend

✅ = Fully Supported

🟡 = Converted to a supported field

Type	DocuSign Name	Dropbox Sign Name	Conversion Supported	Supported Properties
Doc Field	Signature	Signature	✅	Name, Position & Dimension, Required field
Doc Field	Initial	Initials	✅	Name, Position & Dimension, Required field
Doc Field	Text	Textbox	✅	Name, Position & Dimension, Required field
Doc Field	Checkbox	Checkbox	✅	Name, Position & Dimension, Required field
Doc Field	Radio Group	Radio Group	✅	Name, Position & Dimension, Required field
Doc Field	Dropdown	Dropdown	✅	Name, Position & Dimension, Required field
Doc Field	Date Signed	Date Signed	✅	Name, Position & Dimension, Required field
Doc Field	Name	Full Name	✅	Name, Position & Dimension, Required field
Doc Field	Company	Company	✅	Name, Position & Dimension, Required field
Feature	Pre-filled Tabs	Pre-Fill/Merge Fields	✅	Text field, Checkbox
Feature	Conditional Fields	Conditional Logic	✅	Text field, Checkbox, Radio Button, Dropdown
Feature	Email Message Body	Message	✅	N/A
Feature	Recipient Role	Role title Max 20	✅	N/A
Feature	Set signing order	Set signer order	✅	N/A
Feature	Assign to Someone else	Allow signer reassignment	✅	N/A
Property	Template Name	Template name	✅	N/A
Doc Field	Title	Title	🟡	Name, Position & Dimension, Required field
Feature	CC Roles	CCs (Role)	🟡	A manual update is required to defined the CC email within the Dropbox Sign Template.
Feature	Email Subject Line (max 100 characters)	Title	🟡	Dropbox Sign uses Template Name as default Email Subject Line. A manual update is required to defined the Email Subject Line within the Dropbox Sign Template.

Not Supported: Dropbox Sign doesn’t currently support converting any other DocuSign Template properties, features or document fields that aren’t listed. A manual update is required to incorporate them into Dropbox Sign Templates.

Template Migration Process

The number of templates you can migrate depends on your Dropbox Sign template quota. Here are the limits to the number of templates available to migrate based on plan:

Note: Any templates created directly with Dropbox Sign will also count against your total template count.

Dropbox Sign Standard - max 15 templates
Dropbox Sign Premium - unlimited templates

If you reach your template quota limit during a template migration, a message will appear notifying you that the maximum number of templates has been reached for your current plan. The remaining templates uploaded will fail to migrate with a detailed message in the template report stating that you’ve exceed the maximum number of templates for your plan.

Additional templates can be added by upgrading your plan. For plan details, please view our Dropbox Sign plans and pricing page and Dropbox Sign API plans and pricing page.

Note: Customers on a Dropbox Sign Essential plan should contact support if they would like to have template migration enabled for their account.

Template Migration Restrictions

The maximum number of template json files transferred at a time is 50
The maximum file upload size limit is 40MB
The maximum number of fields per template is 200
The maximum page limit per template is 500

Template status

Template status	Details	Recommendation
Migration successful	All supported DocuSign template Properties, Features, and Document Fields were successfully migrated to Dropbox Sign.	Even though everything in the template was successfully migrated, we still highly recommend you review each newly migrated template to ensure all supported fields have been migrated to the Dropbox Sign Template correctly.
Partially migrated	All supported DocuSign template Properties, Features, and Document Fields were successfully migrated to Dropbox Sign. All unsupported DocuSign template Properties, Features, and Document Fields are skipped and captured in the transfer report.	Review templates that were partially migrated and add any Dropbox Sign supported template Properties, Features, and Document Fields to meet you business requirements. For more details, reference Template Review section below.
Failed to migrate	Reaching your Dropbox Sign template quota, uploading a corrupt Template json file, or other potential transient errors can cause a template to fail the migration. Additional details of the failed migration can be found in the transfer report.	If you have any additional questions regarding failed conversions, please reach out by opening a request with our Support team.

How to migrate templates

Note: Both a JSON file of your DocuSign template or a .zip file with multiple templates can be used in migration. The max number of template files (within the .zip file) converted at a time is 50 templates. File upload size limit is 40MB. If you exceed the max number of template files or .zip file size please separate the template files into multiple .zip files.

Gather all DocuSign templates that you want to migrate into one .zip file. Templates can also be uploaded as a JSON file.

Using the left panel navigation, select “Migrate templates”.

Select “Add File” to upload your JSON file or .zip file of DocuSign templates. You can also drag and drop the file into the designated area.

Once the file is added, you’ll see the “Transferring your files” message. As templates complete, they will automatically be added to your Templates Page. We highly recommend reviewing your newly migrated Dropbox Sign templates to ensure everything was migrated properly prior to using it in a signature request.

Once the migration is complete you will see a modal providing you a summary of all the templates that have migrated successfully, partially migrated and failed to migrate.

Clicking on “Download Report” will download a CSV report, that provides details on the template migration.

Team Admins: How to enable the Template Migration Tool

Note: If the “Restrict template access creation to admins only” setting is enabled, only Admins can access the template migration tool. If disabled, all team members can access it.

Hover over your initials in the top-right corner.

Click “Admin Console”.

Using the left panel navigation, select “Settings”.

Select “Documents and templates” from the submenu.

Toggle the “Enable template migration tool” to the right to enable the feature.

Template Report

Templates uploaded for migration will receive real-time feedback on the status of each individual template’s conversion through a downloadable CSV report. This report will display one of the following statuses for each template:

Template Report Status	Status Details
Successfully migrated	All supported DocuSign template Properties, Features, and Document Fields were successfully converted to Dropbox Sign.
Partially migrated	All supported DocuSign template Properties, Features, and Document Fields were successfully converted to Dropbox Sign. All unsupported DocuSign template Properties, Features, and Document Fields are skipped and captured in the CSV report.
Failed to migrated	Reaching your Dropbox Sign template quota, uploading a corrupt Template json file, or other potential transient errors can cause a template to fail the migration.

The CSV report will provide details on the Features, Fields, and Properties that were skipped and couldn’t be converted. Additionally, if the template failed to migrate, a detailed explanation of why the template failed will be included in the CSV.

If the user reaches their max template quota while the templates are being converted, each template exceeding the quota will be tagged as “failed to migrate” within the CSV report.

Template Review

Once templates have been migrated, we highly recommend you to review each template to ensure all supported fields have been converted correctly to the Dropbox Sign Template. Follow these steps to review template details:

In the left panel navigation select “Templates”.

Ensure the “All Templates” tab is selected. You will see a list of templates in order with the most recently added templates at the top of the list.

Identify the template you would like to review and select the vertical 3 dots to the very right of the template title.

A dropdown will appear with a list of options. Select “Edit”.

The template editor will open on the “Select Documents” page. Here you will see the files used for you DocuSign Template. You may add or remove files at this step. Once complete, select “Next”.

At the “Add roles” step, please review the Role titles. These will be the converted values for your previous Recipient Roles. You can additionally edit the roles at this step, enable signer reassignment, or set a signer order. Once complete, please select “Next”.

The “Place fields” step will require the most review. At this step you should see all supported document fields added to the document in the same locations as your DocuSign template. Please review this for accuracy and make any updates using the left panel to add fields for specific signers and the right column to include more details for the selected field.

Once complete, you can preview the document for each signer using the “Preview” button in the bottom right of the template editor. After reviewing, please select “Next”.

Lastly, review the CC’d recipient roles, template title, and template message (email message). Once all edits are complete, select “Save Template”.

Your template is now ready for use! Please see Using templates section for resources on how to send signature requests with a template.

Using templates

Once you’ve successfully converted and reviewed your templates, you are now ready to use them in your Dropbox Sign workflow! To get started with templates, please review the following resources: