Migrate DocuSign templates into Dropbox Sign

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
Doc Field	Email	Email address		Name, Position & Dimension, Required field
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 the Template Name as default Email Subject Line. A manual update is required to define the Email Subject Line while preparing a signature request.

Note: For any other DocuSign features and properties, a manual update will be required. View the Template review section below for more information on this process.

• Sign Standard: 15 templates
• Sign Premium: Unlimited templates

Note: These limits include templates created directly in Dropbox Sign.

Other restrictions on template migration are as follows:

• The maximum number of template (.json) files that can be transferred at one time is 50
• The file upload size limit is 40 MB
• The maximum number of fields per template is 200
• The page limit per template is 400
  
  

1. Log in to your DocuSign account.
2. Gather all DocuSign templates that you want to migrate into one .zip file. Individual templates can also be uploaded as a JSON file.
3. Log in to your Dropbox Sign account.
4. Click Transfer templates in the left sidebar.
5. Click Add file, or drag and drop your .zip file to begin the transfer.
6. 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.
7. Once the transfer is complete, you’ll see a summary of your transfer.
• For additional insight, click Download report.
8. Click Go to templates to review the transferred templates.
9. Click the︙(Vertical ellipses) next to the template you’d like to review.
10. Select Edit.

Note: We recommend you review all transferred templates before using them for a signature request to ensure that all supported fields have been correctly transferred to Dropbox Sign.

Template report

• Successfully converted: All supported DocuSign template Properties, Features, and Document Fields were successfully converted to Dropbox Sign. 
• Partially converted: All supported DocuSign template Properties, Features, and Document Fields were successfully converted to Dropbox Sign. All unsupported DocuSign template Properties, Features, and Document Fields were skipped and captured in the CSV report. 
• Failed to convert: This happens when you've reached your Dropbox Sign template quota or uploaded a corrupt Template JSON file. Other potential transient errors can cause a template to fail the transfer, as well.

1. Select Templates in the left sidebar.
2. 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.
3. Click the︙(Vertical ellipses) on the template you’d like to review.
4. Select Edit from the dropdown.
5. The template editor will open on the Select Documents page. Here you will see the files used for your DocuSign Template. You can add or remove files at this step. Once complete, select Next.
6. At the Add roles step, you can review the Role titles. These will be the converted values for your previous Recipient Roles. You can also edit the roles at this step, enable signer reassignment, or set a signer order. Once complete, select Next.
7. At the Place fields step you should see all supported document fields added to the document in the same locations as your DocuSign template. Make updates by the left panel to add fields for specific signers and the right panel to include more details for the selected field.
• You can preview the document for each signer clicking Preview button in the bottom right of the template editor. After reviewing, click Next.
8. Review the CC’d recipient roles, template title, and template message. Once all edits are complete, click Save Template.

• How to send a request with a template
• Using Templates with Dropbox Sign API