docusignapi - Migrating custom Tabs from Demo account to production account -


we migrating our docusign demo account production. this- downloaded templates demo account xml , uploaded same on production account- working fine.

we have approx 200 custom tabs created these templates in demo account, there way download/migrate these custom tabs production account?

good question, unfortunately there no way of automating this; there's 1 important thing i'll mention here implies might not have migrate of custom tags, , have manual workaround save time if indeed want migrate them.

first off, if you're using custom tags in templates don't need migrate any tags. custom tag definition embedded within xml of templates, system should have enough information display , utilize them in envelopes expected.

however if you're using them in other places and/or want them show in custom tag area of production account preferences in order modify them, can following save time:

  1. create , save template in demo has custom tags want migrate.
  2. migrate template downloading template xml demo , uploading production account.
  3. open template , each tab want migrated double click , select save custom. in turn add custom tag production account.

unfortunately that's quickest way migrate custom tags currently, mentioned might not have @ - envelopes still have info need function in production.


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