SearchX eSigningMigrating from DocuSign
How we migrate your existing DocuSign templates across to SearchX eSigning, and what we need from you to get started.
We can assist with migrating your existing DocuSign templates across to SearchX eSigning to make the transition as easy as possible.
Getting started
Let us know you'd like to migrate
To get started, you will need to create a new user within your DocuSign account with the highest level of administrator access available. Let us know you wish to do this and we will provide you with the email address to use for this account.
We run the migration in the background
From there, our Development team can commence the migration in the background. Depending on the number of templates and envelopes within your account, the migration can take some time. However, the process runs programmatically and there is generally nothing further required from you.
If DocuSign flags the account for manual review
If DocuSign flags the account for manual review, there will be one additional step. DocuSign will require an API request form to be completed before we can connect your account to SearchX eSigning.
If this happens, we will organise a quick call with you and guide you through the process. DocuSign may ask you to verify your ID and confirm how the API key will be used. We will provide you with the relevant Account ID, API/integration details, and information required to complete the form.
Once submitted, DocuSign will generally approve the integration key within approximately 24 hours, after which we can commence the migration.
If your plan doesn't allow additional users
If your DocuSign plan doesn't allow you to create an additional user, we would need access through your highest-level administrator account instead. If you're not comfortable providing this access, unfortunately we won't be able to complete the automated migration.
Ready to proceed?
Simply send through your DocuSign Organisation ID and we can get the process underway.
Security Tips
Practical guidance for protecting your SearchX eSigning account through multi-factor authentication, password management, and secure device practices.
Mobile Area Codes
A reference list of supported countries and their mobile area codes for sending SMS notifications internationally with SearchX eSigning.