DocuSign Migration Console

Total Templates

312

in Adobe Sign

Migrated

187

60% complete

Ready to Migrate

96

no issues detected

Needs Review

21

unsupported features

Blocked

8

hard stoppers found

Overall Migration Progress 187 / 312 templates

■ Migrated 60% ■ Verified 31% ■ Ready 31% ■ Needs Review 7% ■ Blocked 3%

🚨 Requires Attention

🚫

Master Services Agreement

No PDF document attached — cannot migrate until document is linked in Adobe Sign

🚫

NDA - Multi-party (3 signers)

Recipient routing order has gaps: roles jump from 1 → 3, missing role 2

⚠️

Sales Commission Agreement

8 conditional SHOW/HIDE rules — only SHOW conditions supported in DocuSign

⚠️

Employee Onboarding Form

3 JavaScript-calculated fields (auto-sum) — no DocuSign equivalent

Recent Activity

Batch migration completed — 47 templates migrated, 2 warnings

2h ago

Verification passed — Purchase Order v3 · test envelope sent successfully

3h ago

Migration with warnings — Sales Commission Agreement · 3 conditional rules skipped

3h ago

Migration blocked — Master Services Agreement · no document attached

4h ago

Analysis completed — 312 templates scanned, 29 issues found

5h ago

Session started — Connected to Acme Corporation Adobe Sign account

5h ago

All 312

✅ Ready 96

✓ Migrated 187

⚠ Caveats 21

🚫 Blocked 8

Template Name	Fields	Recipients	Readiness	Status	Issues	Modified
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

Overview

Field Mapping (2 warnings)

Issues & Caveats (5)

Verification

28

Fields

24

Map cleanly

4

Need attention

Recipient Roles

Order	Role Name	Action	Fields Assigned
1	Sales Rep	SIGN	11 fields
2	Customer	SIGN	13 fields
3	Finance Approver	APPROVE	4 fields

DocuSign Target

Will be created in:

Migrated Templates / Sales

✓ Migrated Apr 10

DocuSign Template ID

a4b8c2d1-9f3e-4a2b-8c1d-7e6f5a4b3c2d

Adobe Sign Field	Type		DocuSign Tab	Result
signature_sales_rep	SIGNATURE	→	signHereTabs	✓ Direct
signature_customer	SIGNATURE	→	signHereTabs	✓ Direct
date_signed	DATE	→	dateSignedTabs	✓ Direct
customer_name	TEXT	→	textTabs	✓ Direct
commission_rate	TEXT CALCULATED	→	textTabs	⚠ No calculation
total_commission	TEXT CALCULATED	→	textTabs	⚠ No calculation
conditional_bonus	TEXT COND:HIDE	→	textTabs	⚠ HIDE skipped
js_validator_field	TEXT JS	→	textTabs	⚠ No JS validation
inline_logo	INLINE_IMAGE	→	—	✕ Skipped
participation_stamp	PARTICIPATION	→	—	✕ Skipped

⚠️5 issues found. None are blockers — this template can be migrated, but some features will behave differently in DocuSign. Review each issue below before proceeding.

WARNING

Conditional HIDE actions (2 fields)

Fields conditional_bonus, optional_clause use HIDE conditions. DocuSign only supports SHOW conditions — these fields will always be visible to signers.

Manual fix: In DocuSign, re-implement as conditional SHOW on the parent field instead of HIDE on the child.

WARNING

Calculated fields (2 fields)

Fields commission_rate and total_commission use auto-calculation formulas. DocuSign does not support calculated fields — these will be migrated as plain text fields. Signers must enter values manually.

Manual fix: Use DocuSign formulas feature (if available on your plan) or convert to a pre-filled text field.

WARNING

JavaScript field validator (1 field)

Field js_validator_field has a custom JavaScript validation rule. DocuSign does not support JavaScript validators. The field will be migrated without validation.

Manual fix: Use DocuSign's built-in regex validation or number/date format constraints as a substitute.

INFO

INLINE_IMAGE field skipped

Field inline_logo is a static image embedded in the form. DocuSign has no equivalent tab type — this field is skipped. The image is part of the PDF itself and will appear correctly.

INFO

PARTICIPATION_STAMP field skipped

Field participation_stamp has no DocuSign equivalent and is skipped. The signer will not see a stamp placement option.

Migration Options

Dry Run

Validate & compose without uploading to DocuSign

Include Documents

Embed the original PDF in the DocuSign template

Overwrite if Exists

Replace an existing DocuSign template with the same name

Target Folder

Where to create the template in DocuSign

Pre-migration Checklist

✓ 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

Succeeded

5

ready to verify

With Warnings

2

review recommended

Blocked

1

manual fix needed

Skipped

0

already migrated

⚠️

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.

✅

David Tag Demo Form

Success

14 fields · 2 recipients

▼

DocuSign ID: b5c9d3e2-0a4f-5b3c-9d2e-8f7a6b5c4d3e Action: created Duration: 2.1s

Open in DocuSign ↗

⚠️

Sales Commission Agreement

5 Warnings

28 fields · 3 recipients

▲

DocuSign ID: a4b8c2d1-9f3e-4a2b-8c1d-7e6f5a4b3c2d Action: updated

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)

Open in DocuSign ↗

✅

Vendor Contract — Short Form

Success

11 fields · 2 recipients

▼

Open in DocuSign ↗

🚫

Master Services Agreement

Blocked

Not migrated

▼

🚫 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.

✅

Employee Onboarding Form

3 Warnings

42 fields · 1 recipient

▼

⚠3 JavaScript validators removed

Open in DocuSign ↗

⚠️Blockers prevent migration and must be resolved in Adobe Sign first. Warnings allow migration to proceed but may affect signer experience — review each one.

🚫 Blockers (3)

BLOCK

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.

⚠ Feature Warnings (26)

WARNING

Conditional HIDE actions

14 templates · 31 fields — HIDE conditions are not supported. Fields will always be visible.

WARNING

Calculated fields

7 templates · 18 fields — auto-calculation formulas will be lost. Fields become plain text.

WARNING

JavaScript validators

5 templates · 9 fields — custom validation rules will be removed.

INFO

Skipped field types

12 templates · INLINE_IMAGE and PARTICIPATION_STAMP fields have no DocuSign equivalent and are safely skipped.

ℹ️Verification 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.

Verified

97

fully tested

Partial Pass

12

manual review needed

Failed

2

signing flow broken

Not Run

76

pending verification

Verification Queue

Template	Migration Status	Verification	Test Envelope
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

Timestamp	Run Type	Templates	Result	Operator
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.

Migration Project Each project is one customer engagement with its own credentials and history

Customer Name

Project Label

Started

Adobe Sign Connection● Connected

Account: acme@corp.com (EU2 shard)

Token expires: 2026-04-21 18:30 UTC

DocuSign Connection● Connected

Account: Acme Corp Sandbox (demo)

Auth method: JWT Grant

Verification SettingsUsed when sending test envelopes to validate migrated templates

Test Recipient Name

Test Recipient Email

Auto-void After

Test envelopes are voided automatically to keep the DocuSign account clean

Verification Mode

API-only is faster; full envelope confirms the signing experience end-to-end