How to reuse existing powerforms from demo account to production account

Question

Team Docusign,

I want to migrate already created powerforms from demo account to production account, list is huge and don't want to create all powerforms again and link them with templates.

Since I am using powerforms ids in my application, so if I create again in prod account chances are much of errors, since need to update new powerforms id.

Answer 1

PowerForms are generated from DocuSign Templates, which means to migrate from demo environment to production you can migrate the Template then create the powerform link through the UI. I don't think there's a way to automate the actual generation of each powerform from the template, so unfortunately you need to do that manually, but at least you don't have to re-create each one.

Note that to migrate your templates from demo to production you will need to switch to the Classic UI in the web interface (currently template downloading is not supported in the New DocuSign Experience NDSE).

Steps:

1. Login to your sandbox account.
2. Select your profile icon in the top right and click Switch to Classic.
3. Navigate to the Templates screen.
4. For a given template highlight it, then under the Actions button select Download Template

This will in turn download the XML definition of that template. You can then login to your production account and select Upload Templates to upload into the account. Then you can create your PowerForms.