What is the quickest method to transfer document custom fields from a demo account to production?

The quickest method to transfer document custom fields from a demo account to production is by downloading templates from the demo account and then re-uploading them into the production environment. This method allows for the efficient migration of not only the custom fields but also ensures that all relevant settings, configurations, and details tied to those fields are preserved.

Using this approach eliminates the need to recreate fields manually, which can be time-consuming and prone to error. Additionally, it avoids the limitations of copying and pasting fields, which might not carry over all necessary attributes or could result in formatting issues. Exporting data as CSV and importing it is also a viable option, but it can be more complex and may require additional mapping and configuration steps, making it less efficient compared to directly handling templates. Thus, leveraging the download and upload functionality optimally utilizes the built-in tools of DocuSign and ensures a smoother transfer process.