Bring your DocuSign documents to Docracy

Most people leaving DocuSign don't need an enterprise migration project — they need the NDAs, offer letters, and client agreements they already signed (or the templates they reuse) available in a lighter tool. This guide covers the free, built-in DocuSign download path, what actually transfers, and how Docracy picks up once you have the PDF.

Why there's no "Connect your account" button

DocuSign's API only gets real access to your account once production API access is enabled on it — something most personal and small-business plans don't have by default. We also don't ask for your DocuSign password to "connect your account"; that's off-limits here regardless. So there's no one-click import button — and there shouldn't be.

Exporting from DocuSign

1. Sign in to DocuSign and open Manage (or the Documents / Templates view on your plan).
2. Open the completed envelope or reusable template you want to bring over.
3. Choose Download — for a completed envelope this gives you the signed PDF (often with a certificate of completion attached); for a template, DocuSign exports a package containing the source document.
4. Save the PDF somewhere you can find it (Downloads, Drive, Dropbox).
5. Repeat for each document or template you want to keep using — DocuSign does not give individual accounts a free bulk "download everything" button.

Templates export as a DocuSign-specific package — the underlying PDF comes with it, but the field and routing setup is proprietary and won't transfer directly. You'll re-place fields in Docracy (AI Auto-Detect usually gets you most of the way).

What transfers (and what doesn't)

• The signed PDF of completed envelopes — including the visual signature appearance DocuSign burned into the file.
• The source PDF (or Word-derived PDF) from a reusable template package.
• Does not transfer: DocuSign tabs/fields, recipient routing order, identity verification settings, or the DocuSign Certificate of Completion as a live Docracy audit trail (keep the PDF if you need that certificate).

Tips for DocuSign

• Start with templates you reuse monthly (NDAs, offer letters) — one upload + AI field detection turns them into a Docracy template on a paid plan.
• If an envelope has multiple documents, download each PDF you still need rather than assuming a single ZIP covers everything on every plan.
• Completed DocuSign files are fine to re-upload for a new round of signatures; treat them as the source PDF, not a live DocuSign envelope.

Once you have the PDF

Upload it to Docracy the same way you'd upload any file. Our AI field detection scans the page and suggests where signature, date, and text fields probably go — usually faster than placing them by hand, especially on a form you already know well.

Where your documents end up

Docracy isn't a long-term archive by design — completed documents and their audit trail are encrypted and automatically deleted after a short retention window (9 days by default), the same as everything else on the platform. If you're migrating documents over, you'll want them to land somewhere permanent, not just disappear again.

A paid account ($10/mo) can connect Dropbox, OneDrive, Box, or Google Drive — once linked, every completed document auto-uploads there the moment everyone's signed, so it lives in your own storage going forward. Zapier and webhooks cover any other destination (a CRM, a shared drive, an internal tool) if none of those four fit.

See all connectors →

Why teams switch from DocuSign →

Importing from somewhere else? eversign (Xodo Sign) · HelloSign (Dropbox Sign) · PandaDoc · Adobe Acrobat Sign · Contractbook · OnlineSignature.com · SignNow · Zoho Sign · OneSpan Sign · DocuSeal · BoldSign · SignRequest · Yousign · Nitro Sign · DocHub · SignEasy · Blueink · Box Sign · GetAccept