Migration FAQ
Everything you need to know about moving to Signeasy's new experience — for both users and admins.
For Users
Will I lose access to my signed documents?
No. All your completed documents, audit trails, and certificates are safe in My Workspace. From there, you can move them to a shared workspace or share them with specific team members using the Share action.
What happens to documents I've already sent out for signature?
Nothing changes — they'll complete as normal. Once signed, they'll land in My Workspace. All your documents will appear on your Home Dashboard with their current status: completed, pending, voided, and so on.
Where are my completed documents stored?
Completed documents are automatically stored in the Repository. You can also bulk import contracts from other systems if you want to use Signeasy as your central contract hub.
Do my templates carry over?
Yes. Your personal templates migrate as-is — field placements, signing order, and recipient roles are all preserved. You'll find them in the Library within My Workspace.
What about templates that were shared with me (or that I shared with others)?
Shared templates will need to be reshared after migration. Ask the original owner to reshare, or move the template to a space you both have access to.
Will my saved signature transfer?
Yes. Your signature and initials carry over automatically.
Do I need to reconnect my integrations (Google Drive, OneDrive, SharePoint, etc.)?
We recommend re-authenticating your integrations after migration to make sure everything is still connected correctly.
Will signing links I already sent to clients still work?
Yes. Any links sent to external recipients — clients, vendors, or others — will remain valid.
For Admins
Are all users automatically migrated?
Yes. All existing user accounts carry over. We recommend a quick spot-check to confirm everyone can log in and that their roles and permissions look right.
Do user permissions and team structures transfer?
Yes, though there are some changes to the permissions model. If anything looks off, reach out and we'll help you sort it out.
Will our custom branding still be applied?
Yes, your branding carries over automatically.
Are audit trails preserved?
Yes. All audit trails from previously signed documents are fully intact and accessible for legal and compliance purposes. View them via Quick View or by opening the document directly.
Does our pricing or plan change?
Your current plan migrates as-is. Some ICM-specific features may require a plan upgrade — your Customer Success Manager can walk you through what's included.
Can we roll this out to users gradually instead of all at once?
Yes, phased rollouts are supported. Talk to us about the best approach for your team size and setup.