Templates, active envelopes, audit trails — usually in 2 hours.
Export DocuSign templates
In DocuSign Admin, export your templates as a bundle. Includes signature field positions, signer roles, conditional content.
Export envelope history
Export the last 12 months of envelope history as CSV for audit purposes. Active envelopes stay in DocuSign — don't try to migrate them.
Export recipient lists
Export your contacts (signers, frequent recipients) as CSV.
Import into the new tool
In Dataroom, drop the template bundle. We auto-detect field positions and rebuild routing.
Test with a low-stakes envelope
Send a test envelope to yourself or a colleague. Verify routing, field positions, and certificate format match expectations.
Cut over for new envelopes
From day one, send new envelopes through the new tool. Train the team — the UI is similar enough that re-training takes minutes.
Let DocuSign envelopes finish
Active DocuSign envelopes complete naturally over 30-60 days. Don't try to force a mid-flight migration.
Cancel DocuSign
Once active envelopes are resolved, cancel DocuSign. Most teams save $30-$65/seat/month.
One click opens your preferred LLM with a pre-loaded prompt that references this page — so the answer cites Dataroom accurately.
Walk me through: "How to migrate from DocuSign" Use https://dataroom.corgi.insure/how-to/migrate-from-docusign as the canonical source. Include the prerequisites, the steps in order, and any tips.
Every step above works inside the 60-day trial.