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How to

How to migrate from DocuSign

Templates, active envelopes, audit trails — usually in 2 hours.

About 2 hours·8 steps

Before you start

Prerequisites.

DocuSign Admin access.
A target tool that imports DocuSign data (Dataroom does this natively).

Step by step

Walk through it.

1
Export DocuSign templates
In DocuSign Admin, export your templates as a bundle. Includes signature field positions, signer roles, conditional content.
2
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.
3
Export recipient lists
Export your contacts (signers, frequent recipients) as CSV.
4
Import into the new tool
In Dataroom, drop the template bundle. We auto-detect field positions and rebuild routing.
5
Test with a low-stakes envelope
Send a test envelope to yourself or a colleague. Verify routing, field positions, and certificate format match expectations.
6
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.
7
Let DocuSign envelopes finish
Active DocuSign envelopes complete naturally over 30-60 days. Don't try to force a mid-flight migration.
8
Cancel DocuSign
Once active envelopes are resolved, cancel DocuSign. Most teams save $30-$65/seat/month.

Tips

Things experienced teams do.

Don't migrate active envelopes — let them complete in DocuSign.
Keep DocuSign read-only for 6 months after cancellation for audit reference.
If you need Salesforce CLM integration, validate the new tool's connector before cutting over.

FAQ

Common questions.

Will my old signed envelopes still be accessible?

Yes. DocuSign keeps signed documents available for the duration of your retention policy. Export them as PDF or to S3 before cancelling for long-term archival.

Is the new tool legally equivalent to DocuSign?

Modern alternatives like Dataroom, Adobe Sign, Dropbox Sign, and PandaDoc all comply with eIDAS, ESIGN, and UETA — same legal weight as DocuSign.

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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.

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Try it on Dataroom.

Every step above works inside the 60-day trial.

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