Import and Export Templates

Propper Sign can import templates exported from DocuSign in JSON format, making it easier to migrate from an existing DocuSign account. You can also export Propper Sign templates to JSON for backup or to move templates between accounts.

Importing from DocuSign

Step 1: Export the template from DocuSign

1. Log into your DocuSign account.
2. Navigate to Templates.
3. Select the template you want to export.
4. Click More > Download > JSON format.
5. Save the .json file to your computer.

Step 2: Import into Propper Sign

1. Navigate to Sign > Templates.
2. Click Import Template.
3. Select or drag the JSON file.
4. Wait for processing.
5. Review the import summary.

Step 3: Review and test

1. Open the imported template.
2. Verify that tag placements look correct on all pages.
3. Confirm recipient roles and routing order.
4. Send a test agreement to yourself using every role.
5. Adjust the template as needed before production use.

Always test after importing

Create a test agreement before using an imported template in production. Minor field position adjustments and authentication reconfiguration are common after import.

DocuSign compatibility

Fully supported

Recipients:

• Signers
• Carbon Copy → imported as "Receives a Copy"

Tags:

• Signature
• Date Signed (auto-fill)
• Text
• Date
• Checkbox
• Dropdown (List in DocuSign)
• Radio Buttons

Structure:

• Routing order (sequential and parallel)
• Required and optional tag settings
• Basic positioning
• Multi-page documents

Converted on import

Some DocuSign elements are converted to the closest Propper Sign equivalent:

DocuSign	Imported as	Notes
In-Person Signer	Signer	Reconfigure as needed
Certified Delivery	Receives a Copy	No exact equivalent
Other advanced recipient types	Receives a Copy	Reconfigure as needed
SSN field	Text	Re-add validation manually
Email field	Text	Re-add validation manually
ZIP field	Text	Re-add validation manually
InitialHere	Signature	Initials are a separate tag type in Propper Sign — update manually

Not imported

Recipients: Witnesses, Notaries, Agents, Editors, Intermediaries

Features: Conditional field logic (supported in Propper Sign, but not imported from DocuSign — recreate manually), custom fields, formula fields, attachment fields, advanced authentication settings

Full tag type mapping

DocuSign tab	Propper Sign tag	Notes
SignHere	Signature	Direct mapping
InitialHere	Signature	Update to Initial tag manually
DateSigned	Auto-fill: Date	Auto-fill
Text	Text	Direct mapping
Checkbox	Checkbox	Direct mapping
List	Dropdown	Options preserved
RadioGroup	Radio	Group maintained
Date	Date	Verify date format after import
SSN	Text	Add validation manually
Email	Text	Add validation manually
Formula	Not imported	Recreate manually

Post-import checklist

After importing, work through these steps before putting the template into production:

1. Check tag positions — Verify placements on every page. Minor shifts are normal for complex layouts; use the editor to adjust.
2. Verify routing order — Confirm recipients flow in the expected sequence.
3. Reconfigure authentication — Authentication settings are not imported. Set up email, SMS, access code, or other verification as needed.
4. Test with a real flow — Send a test agreement to yourself in every role.
5. Save — Click Save Template after completing adjustments.

Exporting Propper Sign templates

Export a template to JSON for backup or to import it into another Propper account.

1. Navigate to Sign > Templates.
2. Find the template.
3. Click the More menu (⋯).
4. Select Export.
5. Download the JSON file.

The export includes:

• Template structure and settings
• All attached documents
• Recipient roles and routing order
• Tag placements and properties

Migration planning

If you are migrating a full DocuSign account to Propper Sign, a phased approach reduces risk:

1. Inventory — List all templates and rank them by usage frequency.
2. Pilot — Import and test your 3–5 most-used templates first.
3. Bulk import — Import remaining templates in batches, testing each.
4. Team testing — Have your team complete test agreements for critical workflows.
5. Cutover — Switch production traffic to Propper Sign.

Running both platforms in parallel during the transition allows you to catch any gaps before decommissioning DocuSign.

Troubleshooting

Import fails — Verify the file is a JSON export (not a PDF or other format). Try exporting the template from DocuSign again if the file may be corrupted.

Tags misaligned — Position drift is normal, especially for complex multi-column layouts. Open the template editor and adjust using drag-and-drop or arrow keys.

Features missing after import — Check the compatibility table above. Unsupported features must be recreated manually in the template editor.

Template will not send — Ensure all required tags have an assigned role, and that every Signer role has at least one required tag.

Next steps

• Creating Templates — build or finish setting up a template
• Tag Types — reference for all supported tag types
• Recipient Roles — verify routing and role configuration