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Initial Product Spec (Draft)

Project: Adobe Sign to DocuSign Template Migrator

Purpose

Develop an agent/toolkit that can programmatically extract template data and field logic from Adobe Sign (“library documents”), map/transform into DocuSign’s template model, and create new DocuSign templates to reduce manual migration effort.

High-Level Goals

Download all template structure (PDFs, fields/tabs, roles, routing, logic) from Adobe Sign
Generate best-approximation DocuSign templates programmatically
Handle all basic field types and recipient roles
Detect and warn on features needing special/manual handling (complex logic, custom validations, non-mappable features)

Key Features (MVP)

Connect to Adobe Sign and DocuSign APIs via credentials loaded from .env
Extract template listing from Adobe Sign sandbox/account
Pull all required endpoints: metadata, formFields, recipients, workflows
Assemble complete data model for each imported template
Mapping layer: field type/role/routing normalization (see field-mapping.md)
Programmatically create equivalent template and roles in DocuSign
Logging and reporting of success, errors, edge cases

Stretch (Future)

UI for side-by-side compare/QA
Complex feature transform plugins
Bulk mode & idempotent re-runs
Support for in-place PDF field overlay (anchors/rects)

Out of Scope (MVP)

Agreement instance migration (focus on templates only)
Custom integrations outside API surface

Last updated: 2026-04-14 (scaffolded by Cleo)

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