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+ Migration Dashboard
+ Acme Corporation · 312 templates in Adobe Sign account
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+ Total Templates
+ 312
+ in Adobe Sign
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+ Migrated
+ 187
+ 60% complete
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+ Ready to Migrate
+ 96
+ no issues detected
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+ Needs Review
+ 21
+ unsupported features
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+ Blocked
+ 8
+ hard stoppers found
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+ Overall Migration Progress
+ 187 / 312 templates
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+ ■ Migrated 60%
+ ■ Verified 31%
+ ■ Ready 31%
+ ■ Needs Review 7%
+ ■ Blocked 3%
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+ 🚨 Requires Attention
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+ Master Services Agreement
+ No PDF document attached — cannot migrate until document is linked in Adobe Sign
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+ NDA - Multi-party (3 signers)
+ Recipient routing order has gaps: roles jump from 1 → 3, missing role 2
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+ Sales Commission Agreement
+ 8 conditional SHOW/HIDE rules — only SHOW conditions supported in DocuSign
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+ Employee Onboarding Form
+ 3 JavaScript-calculated fields (auto-sum) — no DocuSign equivalent
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+ Recent Activity
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+ Batch migration completed — 47 templates migrated, 2 warnings
+ 2h ago
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+ Verification passed — Purchase Order v3 · test envelope sent successfully
+ 3h ago
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+ Migration with warnings — Sales Commission Agreement · 3 conditional rules skipped
+ 3h ago
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+ Migration blocked — Master Services Agreement · no document attached
+ 4h ago
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+ Analysis completed — 312 templates scanned, 29 issues found
+ 5h ago
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+ Session started — Connected to Acme Corporation Adobe Sign account
+ 5h ago
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+ Templates
+ 312 templates from Adobe Sign · Select templates to migrate
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+ | + | Template Name | +Fields | +Recipients | +Readiness | +Status | +Issues | +Modified | +Actions | +
|---|---|---|---|---|---|---|---|---|
| + | David Tag Demo Form ID: CBJCHBCA_abc123 |
+ 14 | 2 | +Ready | +Not Started | +✓ None | +Apr 15 | ++ |
| + | NDA — Standard ID: CBJCHBCA_def456 |
+ 9 | 2 | +Ready | +Migrated | +✓ None | +Apr 17 | ++ |
| + | Sales Commission Agreement ID: CBJCHBCA_ghi789 |
+ 28 | 3 | +Caveats | +Migrated | +⚠ 5 warnings | +Apr 10 | ++ |
| + | Master Services Agreement ID: CBJCHBCA_jkl012 |
+ — | — | +🚫 Blocked | +Not Started | +🚫 1 blocker | +Mar 29 | ++ |
| + | Purchase Order v3 ID: CBJCHBCA_mno345 |
+ 18 | 2 | +Ready | +✓ Verified | +✓ None | +Apr 18 | ++ |
| + | Employee Onboarding Form ID: CBJCHBCA_pqr678 |
+ 42 | 1 | +Caveats | +Not Started | +⚠ 3 warnings | +Apr 5 | ++ |
| + | Vendor Contract — Short Form ID: CBJCHBCA_stu901 |
+ 11 | 2 | +Ready | +Not Started | +✓ None | +Apr 12 | ++ |
| + | Client Proposal Sign-off ID: CBJCHBCA_vwx234 |
+ 6 | 1 | +Ready | +Migrated | +✓ None | +Apr 19 | ++ |
+ Showing 8 of 312 templates
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+ 25 per page
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+ ← Back to Templates
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+ Sales Commission Agreement
+ Caveats — migrates with warnings
+ Adobe Sign ID: CBJCHBCA_ghi789 · 28 fields · 3 recipients · Modified Apr 10, 2026
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+ Overview
+ Field Mapping (2 warnings)
+ Issues & Caveats (5)
+ Verification
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+ 28
+ Fields
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+ 24
+ Map cleanly
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+ 4
+ Need attention
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+ Recipient Roles
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+ | Order | Role Name | Action | Fields Assigned |
|---|---|---|---|
| 1 | Sales Rep | SIGN | 11 fields |
| 2 | Customer | SIGN | 13 fields |
| 3 | Finance Approver | APPROVE | 4 fields |
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+ DocuSign Target
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+ Will be created in:
+ Migrated Templates / Sales
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+ ✓ Migrated Apr 10
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+ DocuSign Template ID
+ a4b8c2d1-9f3e-4a2b-8c1d-7e6f5a4b3c2d
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+ Pre-migration Checklist
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+ ✓ PDF document attached
+ ✓ All fields have roles assigned
+ ✓ Recipient routing is sequential
+ ⚠ 2 conditional HIDE rules will be lost
+ ⚠ 2 calculated fields become plain text
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+ Migration Results
+ Batch job completed · Apr 21, 2026 4:12 PM · 8 templates
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+ Succeeded
5
ready to verify
With Warnings
2
review recommended
Blocked
1
manual fix needed
Skipped
0
already migrated
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+ Action required: "Master Services Agreement" was blocked due to a missing PDF document. Fix in Adobe Sign and re-run migration. "Sales Commission Agreement" migrated with 5 warnings — review the Issues tab before sending envelopes.
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+ David Tag Demo Form
+ Success
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+ ▼
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+ DocuSign ID: b5c9d3e2-0a4f-5b3c-9d2e-8f7a6b5c4d3e
+ Action: created
+ Duration: 2.1s
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+ Open in DocuSign ↗
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+ Sales Commission Agreement
+ 5 Warnings
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+ ▲
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+ DocuSign ID: a4b8c2d1-9f3e-4a2b-8c1d-7e6f5a4b3c2d
+ Action: updated
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+ WARNINGS — review before using this template:
+ ⚠2 conditional HIDE rules skipped — fields will always be visible to signers
+ ⚠2 calculated fields converted to plain text — signers must enter values manually
+ ⚠1 JavaScript validator removed — field accepts any input
+ ℹINLINE_IMAGE field skipped (expected — no DocuSign equivalent)
+ ℹPARTICIPATION_STAMP field skipped (expected)
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+ Open in DocuSign ↗
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+ Vendor Contract — Short Form
+ Success
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+ ▼
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+ Open in DocuSign ↗
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+ Master Services Agreement
+ Blocked
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+ ▼
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+ 🚫 Blocker: No documents attached
+ This template has no PDF document linked in Adobe Sign. At least one document is required to create a DocuSign template. Fix in Adobe Sign, then re-run migration.
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+ Employee Onboarding Form
+ 3 Warnings
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+ ▼
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+ ⚠3 JavaScript validators removed
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+ Issues & Warnings
+ 29 issues across 312 templates · 3 blockers · 26 warnings
+ Blockers prevent migration and must be resolved in Adobe Sign first. Warnings allow migration to proceed but may affect signer experience — review each one.
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+ 🚫 Blockers (3)
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+ BLOCK
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+ Missing PDF document
Master Services Agreement, Contractor Agreement v2, IP Assignment Form — no document attached
Fix in Adobe Sign: attach a PDF to the template, then re-analyze.
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+ ⚠ Feature Warnings (26)
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+ WARNING
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+ Conditional HIDE actions
14 templates · 31 fields — HIDE conditions are not supported. Fields will always be visible.
WARNING
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+ Calculated fields
7 templates · 18 fields — auto-calculation formulas will be lost. Fields become plain text.
WARNING
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+ JavaScript validators
5 templates · 9 fields — custom validation rules will be removed.
INFO
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+ Skipped field types
12 templates · INLINE_IMAGE and PARTICIPATION_STAMP fields have no DocuSign equivalent and are safely skipped.
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+ Post-Migration Verification
+ Automatically verify migrated templates by sending test envelopes
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+ Verification sends a test envelope using each DocuSign template to a sandbox address. It checks that the template is valid, all tabs render correctly, and signers can complete the signing flow.
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+ Verified
97
fully tested
Partial Pass
12
manual review needed
Failed
2
signing flow broken
Not Run
76
pending verification
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+ Verification Queue
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+ | Template | Migration Status | Verification | Test Envelope | Actions |
|---|---|---|---|---|
Purchase Order v3 |
+ Migrated | +✓ Verified | +env_7f2a1b3c | ++ |
Sales Commission Agreement |
+ Migrated | +⚠ Partial | +env_8a3b2c4d | ++ |
David Tag Demo Form |
+ Migrated | +Pending | +— | ++ |
Employee Onboarding Form |
+ Migrated | +✗ Failed | +env_9c4d3e5f | ++ |
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+ History & Audit Log
+ All migration runs for Acme Corporation
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+ | Timestamp | Run Type | Templates | Result | Operator | Actions |
|---|---|---|---|---|---|
| 2026-04-21 16:12 | Batch (8) | Sales Commission Agreement, David Tag Demo, +6 | 5 migrated, 1 blocked, 2 warnings | Paul H. | |
| 2026-04-21 14:05 | Batch (47) | HR templates batch | 45 migrated, 2 warnings | Paul H. | |
| 2026-04-21 10:30 | Single | Purchase Order v3 | Success | Paul H. | |
| 2026-04-20 09:15 | Dry Run (100) | All templates | Dry run — 8 blockers found | Paul H. |
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+ Settings & Connections
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+ Migration Project
+ Each project is one customer engagement with its own credentials and history
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+ Customer Name
Project Label
Started
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+ Adobe Sign Connection● Connected
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+ Account: acme@corp.com (EU2 shard)
+ Token expires: 2026-04-21 18:30 UTC
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+ DocuSign Connection● Connected
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+ Account: Acme Corp Sandbox (demo)
+ Auth method: JWT Grant
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+ Verification SettingsUsed when sending test envelopes to validate migrated templates
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+ Test Recipient Name
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+ Test Recipient Email
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+ Auto-void After
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+ Test envelopes are voided automatically to keep the DocuSign account clean
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+ Verification Mode
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+ API-only is faster; full envelope confirms the signing experience end-to-end
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