- Log in to demo Docusign and go to the templates tab. In the dropdown box to the right of the template that you want to transfer, select DOWNLOAD.
- Save the file to your computer – note the location where you are saving the file.
- Log in to production Docusign and go to the templates tab.
- Click on the yellow NEW box and select UPLOAD TEMPLATE.
- Navigate to the location where you saved the file in step 2 and select that file.
- The template is now available in production Docusign.
