Migrating a plan document to another model
You can safely migrate plan documents between environments to follow your best practices for production deployment.
Note
Your recipients will not be migrated to the target model. Make sure to select the recipients again in your target model's Plan document.
The migrated Plan document in your target model will always be in "Not ready" status regardless of its current status in the source model. Add recipients and start distributing your Plan document again.
If you have attached a PDF file to your agreement in the source model, it will also be migrated in the target model.
Make sure to add recipients before downloading the target model's Plan document.
From the admin panel, click Model settings
→ Migration.Click Start migration.
Select your source model.
Click Connect.
A list of available objects that can be migrated or pulled into your current model is displayed.
Expand All Plan Documents, and select Plan document(s) to migrate to the target model.
Click Select dependencies to automatically select all items in the source model that an object depends on.
This step is mandatory as it selects the set agreement and routing of the selected Plan document and ensures that these items are also migrated to the target model.
You can select the Replace Conflicts checkbox to overwrite objects with the same name in the destination model with those from the source model.
If this option is not selected, overwriting does not take place and migration cannot proceed if there are conflicts.
Click Migrate.
The next series of windows display migration statuses for all components of the selected objects.
For an object to be eligible for migration, none of its objects can be labeled as Conflicted. If there is a conflict, click the warning sign next to the item to view its cause and resolve it before migration can continue.
Click Finish to perform the migration.