How to migrate documents from Adobe Sign to Circularo
The process of migrating your documents from Adobe Sign depends on the type of account you have with Adobe Sign - Enterprise or Standard/Personal account, and on your preferred method of uploading your documents to Circularo.
When manually importing documents into Circularo, the process is treated as an archiving action. Imported documents will appear as newly uploaded by the importing account (e.g., service account, admin, or user). Please note:
Custom metadata, document history, original upload dates, and initiator details will not be carried over.
To preserve a complete and accurate record, we recommend including the associated audit trails with the imported documents.
Some elements may require manual recreation in Circularo - contacts, workflows, templates, etc.
First, you will need to export your documents from Adobe Sign.
Adobe Enterprise account:
You need to use Adobe’s Bulk Download Tool to download multiple signed agreements at once:
Contact Adobe Support to enable the bulk download feature.
Download the Bulk Download Tool, extract it to your local folder, and generate an access token from your Adobe Sign account.
Run the tool and follow prompts to save signed agreements.
For more detailed information please visit: https://experienceleague.adobe.com/en/docs/document-cloud-learn/sign-learning-hub/admin-set-up/advanced-tasks-admins/bulk-download-tool
Adobe Standard/Personal account:
Log in to Adobe Sign, go to the Manage tab, and locate the "Signed" section.
Select and download each document individually.
For more detailed information please visit: Download All Documents from Account | Adobe Acrobat Sign
Should you have any issues or need an assistance during this step, please contact Adobe Sign support team.
Your next steps will be done in the Circularo application. There are two ways in which you can migrate the documents into Circularo.
Option 1 - Documents
Log in into your Circularo account.
Click on New Document (top left corner) to open the New Document dialog.
Drag and drop your unzipped documents you want to import into Circularo or click on the “Click to browse” button, search and select the same folder manually.
Click Next to start uploading the content.
After the process is finished, review the list of imported documents to make sure you don’t miss anything.
Option 2 - Folders
Log in into your Circularo account.
Navigate to My Folders (from left hand side menu).
Drag and drop your folder with unzipped documents you want to import into Circularo.
Click Next to start uploading the content.
After the process is finished, review the list of imported documents to make sure you don’t miss anything.
Configuration
After you have uploaded all your documents to Circularo, you will need to configure Circularo accounts, including user roles and permissions, to suit your organization’s needs.
To set up and configure Circularo accounts please refer to our Admin Guide and its Organization settings.