Bulk Import Contracts from DocuSign to Concord

Prerequisites

• You must have Administrator access in Concord

• You must have already connected your DocuSign account to Concord

Step-by-Step Instructions

• Access the DocuSign Import Feature** ** You can access the Bulk Import feature in several ways:

From the Inbox, click the "Upload" dropdown button and select "Import from DocuSign"

• From the Bulk Upload page, click the "Import from DocuSign" button

• From the Integrations page, find the DocuSign tile and click the "Import document" button

• Select DocuSign Folders** ** Browse and select one or multiple folders from your DocuSign account that contain the contracts you want to import.

• Specify Destination in Concord** ** Choose the destination folder(s) in Concord where you want the imported documents to be stored. You can:

Select existing folders

• Create new folders as needed

• Initiate the Import Process** ** Click "Import" to begin the process. A progress indicator will show the status of your import.

• Review Import Results** ** Once the import is complete, you'll receive a summary report showing:

Successfully imported documents

• Any documents that failed to import (with reasons)

• Option to retry failed imports

Why This Matters

Bulk importing contracts from DocuSign saves you significant time compared to downloading and uploading each document individually. This feature:

• Eliminates manual, error-prone processes

• Ensures all historical contracts are properly migrated

• Provides a complete view of your contract portfolio in one system

• Accelerates your transition to Concord as your comprehensive contract management solution

FAQs

Q: Is there a limit to how many documents I can import at once?** ** A: Yes, the bulk import feature has the same document limit as Concord's standard bulk upload feature. If you exceed DocuSign's export limit, you'll receive a clear error message and can split your import into multiple operations.

Q: Will I be notified when a large import is complete?** ** A: Yes, you'll receive an email notification when the import process completes. The email will include a summary of results and a link to access the detailed import report in Concord.

Q: What happens if some documents fail to import?** ** A: If any documents fail to import, you'll receive a detailed report identifying which documents failed and why. You'll have the option to retry the failed imports.

Q: Can I import documents from specific DocuSign folders?** ** A: Yes, you can select specific folders from your DocuSign account for import, allowing for organized migration of your contracts.