How to import DocuSign templates into BoldSign?

BoldSign allows you to import your existing DocuSign templates directly into your account. This makes it easy to migrate and continue using your templates without rebuilding them from scratch.

When to use this feature

If you already have templates in DocuSign that you’d like to use in BoldSign, you can import them in just a few steps. This process will bring over:

• The document files in the template
• Predefined roles
• Form fields

Steps to import

You can export your DocuSign templates in JSON format and upload them to your BoldSign account without needing to contact support.

Follow the below steps to import DocuSign templates into your boldsign account:

• Choose the All Templates option from the Template menu.

• On the All Templates page, click the New Template dropdown and select Import Templates.

• In the dialog box, click Browse files or drag and drop each JSON template file you want to upload.

• After uploading the template files, a new dialog box will appear showing the uploaded file(s). You can upload additional templates by clicking Upload another file.
• Once all files are uploaded, click Close to complete the import process.

• The templates will be successfully imported and can be edited as needed.

For a complete list of restrictions and limitations, check out our article on DocuSign Template Import Limitations