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Templates, fields, roles, languages and approval rules.
Treat an Adobe Acrobat Sign migration as four linked workstreams
A controlled move separates what keeps new business moving from what must remain provable later. Plan templates and integrations, active workflows, completed agreements and evidence retention as connected—but distinct—workstreams.
The four migration workstreams
API, webhooks, embedded signing and system-of-record links.
Active agreements and in-flight signing journeys.
Completed agreements, event history, identity evidence and archive ownership.
A controlled Adobe Acrobat Sign migration
Inventory before redesign
List templates, entities, permissions, systems, active workflows and retained records.
Choose the representative pilot
Pick a real cross-border workflow whose access, languages, systems and evidence matter.
Rebuild and validate
Configure target templates and integrations, then test normal and failure paths with production-like users.
Set archive rules
Decide whether completed records are retained, exported or referenced; document retrieval ownership.
Cut over by acceptance criteria
Move active templates and integrations only after the pilot meets agreed access, evidence and system-handoff criteria.
Evidence questions to resolve before cutover
Completed agreements
Can authorised teams retrieve the signed file and associated records after the system changes?
Event history
What event history, timestamps, identity material and authority proof must remain available?
Business records
How will CRM, HRIS, procurement and archive records continue to point to the right agreement?
Ownership
Which entity and function owns retention, retrieval and issue escalation?
Questions buyers ask
Not necessarily. Define whether they remain in a retained archive, are exported to another repository, or are linked from the new system according to your retention and access requirements.
