Docusign to Adobe Sign Transition

Overview

Central Piedmont is transitioning from Docusign to Adobe Sign for electronic signatures and document workflows.

This article explains what users need to know before, during, and after the transition, including important dates, documents, templates, existing Docusign data, and terminology changes.

Transition Date

Adobe Sign will become the institution's standard electronic signature solution beginning 9/15/2026.

After the transition date, users should use Adobe Sign for new electronic signature requests unless specifically instructed otherwise.  Users will have access to both Docusign and Adobe Sign at the same time to allow time to retrieve any documents needed from Docusign, while beginning to use Adobe Sign to send new agreements.

Users will have access to retrieve documents from Docusign until 11/1/2026.

What You Need to Do Before the Transition

1. Save Documents You Need to Keep

If you have documents or completed agreements stored in Docusign that you may need for future reference:

  • Review your Docusign account.
  • Download and save completed documents that you need to retain.
  • Save documents in an approved CPCC storage location.
  • Follow applicable records-retention requirements.
  • Do not rely on continued access to Docusign after the transition.

Tip: Pay particular attention to completed agreements, signed forms, audit reports, and documents associated with important business processes.

2. Review Your Docusign Templates

Before the transition, identify any Docusign templates your department currently uses.

Determine:

  • Which templates are still actively used.
  • Which templates are no longer needed.
  • Who owns each template.
  • Whether the template needs to be recreated in Adobe Sign.
  • Whether the new Adobe template should be modified or updated.

Do not assume that an existing Docusign template will automatically be available in Adobe Sign.

What Happens to Docusign Templates?

Docusign templates will not transfer automatically to Adobe Sign.

Templates that are still needed may need to be:

  1. Identified and reviewed.
  2. Updated if necessary.
  3. Recreated in Adobe Sign.
  4. Tested.
  5. Published for use.

Departments should work with the appropriate CPCC team responsible for Adobe Sign templates.

Terminology Changes

Some terminology will change as we move from Docusign to Adobe Sign.

Docusign Adobe Sign
Envelope Agreement
Recipient Participant
Signer Signer/Participant
Template Template
Send an Envelope Send an Agreement
Signature Request Agreement/Signature Request
Completed Envelope Completed Agreement
Docusign Account Adobe Sign Account
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