Migrate Docusign Templates to Zoho Sign

Migrating Docusign templates to Zoho Sign

Availability - Professional plan and above

Zoho Sign supports migrating templates from other vendors directly into your account, so you don't have to recreate them manually. This currently supports Docusign template exports. When you import a Docusign template, Zoho Sign parses it and converts it into an equivalent Zoho Sign template. The template structure, document content, recipient roles, and field configurations are preserved during the conversion.

Why migrate your templates to Zoho Sign?

  1. Save hours of manual recreation: If you maintain dozens or hundreds of templates in Docusign, rebuilding each one by hand in a new platform is slow, repetitive work. Migration carries them over automatically, so you do not start from scratch.
  2. Preserve your existing setup: Your template structure, document content, recipient roles, and field configurations all come across intact, so your team keeps working the way it always has.
  3. Reduce the risk of errors: Manual recreation invites mistakes, such as a misplaced signature field or a missed recipient role. Automated migration transfers everything faithfully and gives you a status report flagging anything that needs a second look.
  4. Get up and running faster: Everything migrates in the background and lands ready to use under Templates, so your team can adopt Zoho Sign right away.

What gets migrated

The following template elements are carried over during migration:
  1. Template structure and document content
  2. Recipient roles
  3. Field configurations and placements

Migrate Docusign Templates to Zoho Sign

  1. Navigate to Templates from the left navigation pane.
  2. Select the Create template dropdown.
  3. Select Import template(s) from other vendors.
  4. Select +Import.
  5. Upload your Docusign export file in .zip format.
  6. Once the ZIP file is uploaded successfully, the migration process starts automatically. Zoho Sign processes each template in the background. 

Notes
  1. The migration runs as a background process. 
  2. The time to complete depends on the number of templates in the ZIP file. 
  3. Do not upload the same ZIP file again while a migration is in progress.
  4. Fields or configurations that have no equivalent in Zoho Sign are listed in the status report with the reason they could not be migrated. Review the report after migration to identify any templates that require manual adjustment.

After Migration

Once migration is complete:
  1. Migrated templates are available under Templates in your Zoho Sign account.
  2. The uploaded ZIP file is removed from Zoho Sign's servers automatically.
  3. Only Zoho Sign admins will have access to the status report indicating which templates migrated successfully and which encountered errors, along with the reasons and any missing field details.

Frequently Asked Questions

What happens if a template fails to migrate?
Templates that cannot be fully converted are listed in the status report with the reason for failure and details of any fields that could not be mapped. You can recreate or adjust those templates manually in Zoho Sign.

Can I re-upload the ZIP file if some templates failed?
Yes. You can upload the ZIP file again after reviewing the status report. However, do not re-upload while a migration job from the same or a previous upload is still in progress.

Is the uploaded ZIP file stored permanently in Zoho Sign?
No. Once the migration process is complete, the ZIP file is removed from Zoho Sign's servers automatically.

Does Zoho Sign support importing templates from other e-signature platforms?
Currently, Zoho Sign supports importing templates from Docusign.