Moving to a new e-signature tool usually comes with a catch: recreating every template from scratch. For teams that rely on dozens of carefully built templates—each with the right recipient roles, fields, and placements—that manual rework is often the single biggest reason a switch gets delayed.

Export your templates from your current e-signature provider as a ZIP file and import it into Zoho Sign. Zoho Sign parses the export and converts each one into an equivalent Zoho Sign template, preserving the following details:

• Template structure and document content

• Recipient roles

• Field configurations and placements

A single ZIP can contain multiple templates, and Zoho Sign processes them all in one migration job that runs in the background.

Know exactly what came across  

Once the migration finishes, your templates appear under Templates, ready to use. If a field or configuration doesn't have a direct equivalent in Zoho Sign, it won't be lost; admins get a status report showing which templates migrated successfully, which need attention, and the reason for anything that couldn't be mapped, so you know exactly where a quick manual tweak is needed.

We value your privacy. The uploaded ZIP file is removed from Zoho Sign's servers automatically once the migration is complete.

Learn more from our help article: https://help.zoho.com/portal/en/kb/zoho-sign/admin-guide/templates/articles/migrating-docusign-templates-to-zoho-sign#Migrate_Docusign_Templates_to_Zoho_Sign

Ready to make the move? Start your free 14-day trial at zoho.com/sign, no credit card required!

Questions or feedback? Write to us at support@zohosign.com or drop a comment below.

Happy signing!