New here? This is the shortest safe path through the tool.
+
+
+
+
+
+
+
+
+ ℹ️
+ This tool compares Adobe Sign templates with DocuSign templates, helps you migrate them, and gives you a place to verify the results afterward.
+
What this tool does, how to use it, and where to go next.
+
+
+
+
+
+
+
+ 🧭
+ This app helps you migrate templates from Adobe Sign into DocuSign, review blockers and warnings, and send verification envelopes after migration.
+
+
+
+
+
+
+ Recommended First-Time Flow
+
+
+ ${quickStartStepsMarkup()}
+
+
+
+
+
+ What Each Screen Is For
+
+
+
+
+
Templates
+
Your main workspace. Review Adobe templates, readiness badges, blockers, and launch migrations.
+
+
+
Migration Results
+
See the most recent migration outcomes, including successes, partials, and failures.
+
+
+
Issues & Warnings
+
Focus on templates that need manual review before you migrate them confidently.
+
+
+
Verification
+
Send a test envelope after migration to validate the template works in DocuSign.
+
+
+
History & Audit
+
Review what was migrated, when it happened, and what account/session produced it.
+
+
+
Settings
+
Manage connections, default verification recipients, and reopen quick-start guidance.
+
+
+
+
+
+
+
+
+
+ Tips
+
+
+
+
Pick the right DocuSign account. If you have many accounts, migrations go into the one you selected for this browser session.
+
Start with one template. Migrate a single clean template first before running a larger batch.
+
Use readiness badges. Blocked and Caveats are there to save you time before migration.
+
Verify afterward. A successful migration does not replace a real signing test.
+
+
+
+
+
+
+ If Something Looks Wrong
+
+
+
+
If no templates appear, reconnect Adobe Sign and refresh the Templates page.
+
If DocuSign signs you into the wrong place, use Choose Account or Switch Account.
+
If the Templates page shows an error banner, fix that first before trying to migrate.
+
+
+
+
+
+ `;
+
+ document.getElementById('btn-help-go-templates')?.addEventListener('click', () => navigate('#/templates'));
+}
diff --git a/web/static/js/settings.js b/web/static/js/settings.js
index 6dc8582..59517e0 100644
--- a/web/static/js/settings.js
+++ b/web/static/js/settings.js
@@ -3,6 +3,8 @@
import { api } from './api.js';
import { escHtml } from './utils.js';
import { disconnectPlatform, showDocusignAccountPicker, switchAccount } from './auth.js';
+import { navigate } from './router.js';
+import { resetQuickStart } from './help.js';
const SETTINGS_KEY = 'migrator_settings';
@@ -110,6 +112,33 @@ export function renderSettings() {
+
+
+
Help & Onboarding
+
Make it easy to get oriented again or share the app with a first-time tester
+
+
+
+
+
Open Full Help
+
See the in-app guide with the recommended first-time flow and screen-by-screen overview.
+
+
+
+
+
+
+
+
Show Quick Start Again
+
Re-enable the Templates quick-start card if you dismissed it earlier.