Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Bulk Import Contracts from DocuSign to Concord

The Bulk Import feature allows you to easily migrate multiple signed contracts from DocuSign into Concord in a single operation. This streamlines the transition process and helps maintain a single source of truth for all your contract management needs.

Prerequisites

  • You must have Administrator access in Concord
  • You must have already connected your DocuSign account to Concord

Step-by-Step Instructions

  1. 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"
      INBOX
    • From the Bulk Upload page, click the "Import from DocuSign" button
      Upload done - Scroll left
    • From the Integrations page, find the DocuSign tile and click the "Import document" button
      integrations
  2. Select DocuSign Folders
     Browse and select one or multiple folders from your DocuSign account that contain the contracts you want to import.


  3. 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

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


  5. 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.