How to Import DocuSign Templates into Xodo Sign

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Import your DocuSign templates with existing fields and role-based fields for secure, compliant, and continuous signing workflows with Xodo Sign. 

Great news! We’re excited to announce a new and better way to bring external signing workflows to Xodo Sign.  

You can now easily import DocuSign templates into Xodo Sign and enjoy a seamless signing experience without starting from scratch.  

This latest feature is built to remove bottlenecks, eliminate platform-switching headaches, and give you back control over your contracts. 

Keep reading to learn how to use DocuSign templates in Xodo Sign to move your signature workflow forwards. 

Let’s dive in. 

How to Import DocuSign Templates with Xodo Sign 

Follow these steps to import your DocuSign templates into Xodo Sign:  

Step 1: Sign up for Xodo Sign 

If you don't have an account already, sign up for Xodo Sign to get started. Otherwise, you can skip to the next step.   

Step 2: Import your DocuSign Template 

In Xodo Sign, upload your DocuSign file by clicking on the Import file button. Please note that only JSON files are supported. 

Once uploaded, your template will be automatically imported with all supported fields as a draft. Any fields or settings that aren’t fully compatible will be flagged in the Warnings panel. 

Step 3: View and Edit your Template 

Click the View imported template button. Review, edit, and adjust the template draft as needed. 

 

Step 4: Prepare and Edit the Document 

Once you are on the Template Detail page, click Continue to start editing the document.  To adjust the document fields, click on the Prepare button. Specify your files and signer roles. 

 

Step 5: Save your New Template 

Once all signing fields are set up, click on Save or Save & Use to save your newly imported template to the Active Templates list.  

The whole process can be done independently without the need of a developer or support team assistance, so you have full hands-on control over your templates in Xodo Sign.  

Non-Xodo Sign users you send the document to can instantly access, edit, and sign from any device so you can keep your project moving forward. 

Why Xodo Sign? 

Xodo Sign isn’t just about features. It’s about creating smarter, more flexible workflows and better document management.  

With advanced collaboration and file editing, seamless mobile access, and built-in audit trails for compliance, Xodo Sign can support your signing workflows at every stage in the process.  

Here’s what sets it apart: 

  • Integration Flexibility: Seamless import from tools like DocuSign that saves time and reduces bottlenecks. 
  • Document Transformation: Xodo supports a wide range of formats and complex editing needs. 
  • Unified Experience: One single platform for editing and signing documents, across web and mobile. 
  • Security & Compliance: 256-bit encryption, SOC 2 compliance, legal signature validation. 
  • Proven Expertise: Backed by Apryse with its 20+ years in document standards. 
  • Increased Productivity: Sign documents online or on mobile devices anytime, anywhere.  

Frequently Asked Questions  

Will all my fields be imported? 

While most of the template features are fully supported, there are some custom fields with limited support. You can check the supported fields table for a full listing. 

If your imported template contains fields with compatibility limitations, they will be listed in the Warnings panel for your review. This allows you to see how each field was handled—whether it was mapped to a supported alternative or omitted during import. 

Will the template look the same in Xodo Sign? 

Yes! Although minor changes in formatting could be expected, the layout and the logic of the fields should remain unchanged. Imported templates work the same as those created directly in Xodo Sign. 

Can I import multiple templates at once? 

Batch importing is not available at the moment. Stay tuned for more updates on this feature, as we plan to bring more powerful capabilities to it. 

Can I import templates from other e-signature platforms? 

Right now, we only support importing DocuSign template files. 

Do both parties need to use DocuSign? 

No. With Xodo Sign, you can continue the document signing process with others outside of DocuSign. Simply upload your existing DocuSign Template and you can begin using Xodo Sign to prepare, sign and send your document to all stakeholders.  

How to use DocuSign forms in Xodo Sign? 

To use DocuSign forms in Xodo Sign, import your DocuSign-created template. Then use the platform's viewing and editing capabilities to prepare, edit, sign, and send out the form.   

Start working Smarter and Seamlessly with Xodo Sign 

The process of importing templates in Xodo Sign is straightforward, letting you quickly mirror the existing DocuSign setup in Xodo Sign. 

Get faster signing workflows, fewer bottlenecks, and the confidence that comes from using a secure eSignature platform.  

With effortless usability, enterprise-grade compliance, and PDF-native technology, Xodo lets you intuitively edit, send, and sign in one place. 

You can either sign into your account to start using the new feature, talk to our  Xodo Sign sales team to scale up your current plan, or sign up and try Xodo Sign today!  

Whether you’re a new or an existing Xodo Sign user, you’ll be able to experience a smarter way to manage your contracts and approvals. 

Get started now!