Migration guide

How to migrate from DocuSign to Documenso

Technical infrastructure migrations vary a lot depending on the tool — these are the general steps that apply to most cases.

1. 1

   Export your configuration and data from DocuSign

   Check DocuSign's documentation for exporting projects, configuration and integrations — the exact format depends on the service, but almost all offer some export path for paid accounts.

2. 2

   Prepare the Documenso environment

   Deploy Documenso in a staging environment first (not production) and replicate the base configuration before moving any real data.

3. 3

   Migrate in pieces and validate each one

   Move one project or integration at a time instead of all at once, checking that each piece works in Documenso before moving on to the next.

4. 4

   Update integrations that depended on DocuSign

   Any external service (CI/CD, webhooks, SDKs) that pointed at DocuSign needs to be reconfigured to point at your new Documenso instance.

These steps are a general guideline — the exact export menu can vary depending on DocuSign's plan and version.