Documenso migration deep dive

Documenso Migration Deep Dive

Current State

!npm list 2>/dev/null | head -10

Overview

Comprehensive guide for migrating to Documenso from other e-signature platforms (DocuSign, HelloSign, PandaDoc, Adobe Sign). Uses the Strangler Fig pattern for zero-downtime migration with feature flags and rollback support.

Prerequisites

• Current signing platform documented (APIs, templates, webhooks)
• Documenso account configured (see documenso-install-auth)
• Feature flag infrastructure (LaunchDarkly, environment variables, etc.)
• Parallel run capability (both platforms active during migration)

Migration Strategy: Strangler Fig Pattern

Phase 1: Parallel Systems (Week 1-2)
┌──────────┐     ┌─────────────┐
│ Your App │────▶│ Old Platform │  (100% traffic)
│          │     └─────────────┘
│          │────▶│  Documenso   │  (shadow: log only, don't send)
└──────────┘     └─────────────┘

Phase 2: Gradual Cutover (Week 3-4)
┌──────────┐     ┌─────────────┐
│ Your App │────▶│ Old Platform │  (50% traffic via feature flag)
│          │     └─────────────┘
│          │────▶│  Documenso   │  (50% traffic)
└──────────┘     └─────────────┘

Phase 3: Full Migration (Week 5+)
┌──────────┐     ┌─────────────┐
│ Your App │────▶│  Documenso   │  (100% traffic)
└──────────┘     └─────────────┘
                 Old platform decommissioned

Instructions

Step 1: Pre-Migration Assessment

// scripts/assess-current-system.ts
// Inventory your current signing platform usage

interface MigrationAssessment {
  platform: string;
  activeTemplates: number;
  documentsPerMonth: number;
  webhookEndpoints: string[];
  recipientRoles: string[];
  fieldTypes: string[];
  integrations: string[];  // CRM, database, etc.
}

async function assessCurrentSystem(): Promise<MigrationAssessment> {
  // Example for DocuSign
  return {
    platform: "DocuSign",
    activeTemplates: 15,
    documentsPerMonth: 200,
    webhookEndpoints: [
      "https://api.yourapp.com/webhooks/docusign",
    ],
    recipientRoles: ["Signer", "CC", "In Person Signer"],
    fieldTypes: ["Signature", "Date", "Text", "Checkbox", "Initial"],
    integrations: ["Salesforce", "PostgreSQL"],
  };
}

Step 2: Feature Mapping

DocuSign	HelloSign	Documenso	Notes
Envelope	Signature Request	Document	Documenso v2 also has Envelopes
Template	Template	Template	Create via UI, use via API
Signer	Signer	SIGNER role	Same concept
CC	CC	CC role	Same concept
In Person	N/A	Direct Link	Use embedded signing
Tabs/Fields	Form Fields	Fields	SIGNATURE, TEXT, DATE, etc.
Connect (webhooks)	Callbacks	Webhooks	document.completed, etc.
PowerForms	N/A	Direct Links	Public signing URLs

Step 3: Template Migration

// Templates can't be migrated via API — recreate in Documenso
// Keep template definitions in code for reproducibility

interface TemplateDef {
  name: string;
  description: string;
  recipientRoles: Array<{ role: string; placeholder: string }>;
  fields: Array<{
    recipientIndex: number;
    type: string;
    page: number;
    x: number;
    y: number;
    width: number;
    height: number;
  }>;
}

const TEMPLATES: TemplateDef[] = [
  {
    name: "NDA — Standard",
    description: "Non-disclosure agreement template",
    recipientRoles: [
      { role: "SIGNER", placeholder: "Counterparty" },
      { role: "CC", placeholder: "Legal Team" },
    ],
    fields: [
      { recipientIndex: 0, type: "SIGNATURE", page: 2, x: 10, y: 80, width: 30, height: 5 },
      { recipientIndex: 0, type: "DATE", page: 2, x: 60, y: 80, width: 20, height: 3 },
      { recipientIndex: 0, type: "NAME", page: 2, x: 10, y: 75, width: 30, height: 3 },
    ],
  },
  // ... more templates
];

// Instructions: create each template in the Documenso UI using these specs
// Then record the template IDs in your config

Step 4: Webhook Migration

// Map old platform events to Documenso events
const EVENT_MAPPING: Record<string, string> = {
  // DocuSign → Documenso
  "envelope-completed": "document.completed",
  "envelope-sent": "document.sent",
  "envelope-declined": "document.rejected",
  "envelope-voided": "document.cancelled",
  "recipient-completed": "document.signed",

  // HelloSign → Documenso
  "signature_request_all_signed": "document.completed",
  "signature_request_sent": "document.sent",
  "signature_request_declined": "document.rejected",
  "signature_request_signed": "document.signed",
};

// Unified handler that works with both platforms during migration
async function handleSigningEvent(source: "old" | "documenso", event: string, payload: any) {
  const normalizedEvent = source === "old"
    ? EVENT_MAPPING[event] ?? event
    : event;

  switch (normalizedEvent) {
    case "document.completed":
      await onDocumentCompleted(payload);
      break;
    case "document.rejected":
      await onDocumentRejected(payload);
      break;
  }
}

Step 5: Dual-Write with Feature Flag

// src/signing/router.ts
const USE_DOCUMENSO = process.env.USE_DOCUMENSO === "true";

async function sendForSigning(request: SigningRequest) {
  if (USE_DOCUMENSO) {
    return sendViaDocumenso(request);
  }
  return sendViaLegacy(request);
}

// During parallel phase: send via both, compare results
async function sendForSigningParallel(request: SigningRequest) {
  const legacyResult = await sendViaLegacy(request);

  // Shadow-send to Documenso (don't actually send to recipients)
  try {
    const doc = await documensoClient.documents.createV0({ title: request.title });
    // Don't call sendV0 — just verify creation works
    await documensoClient.documents.deleteV0(doc.documentId);
    console.log("Documenso shadow test: OK");
  } catch (err) {
    console.error("Documenso shadow test: FAIL", err);
  }

  return legacyResult;
}

Step 6: Rollback Procedure

# If Documenso migration causes issues:

# 1. Disable feature flag
export USE_DOCUMENSO=false
# Or toggle in LaunchDarkly/feature flag service

# 2. Deploy the change
# All new signing requests go to old platform immediately

# 3. Handle in-flight Documenso documents
# Documents already sent via Documenso will complete there
# No action needed — they just use a different platform

# 4. Investigate and fix the issue
# Review logs, fix the integration, re-enable gradually

Migration Timeline

Week	Phase	Action	Risk
1	Assessment	Inventory templates, webhooks, integrations	Low
2	Setup	Configure Documenso, recreate templates	Low
3	Shadow	Run parallel, compare results (no live traffic)	Low
4	Pilot	10% of new documents via Documenso	Medium
5	Expand	50% of new documents via Documenso	Medium
6	Cutover	100% via Documenso, old platform read-only	Medium
8	Decommission	Remove old platform code and webhooks	Low

Error Handling

Migration Issue	Cause	Solution
Field position different	Different coordinate systems	Map percentage-based (Documenso) from pixel-based (old)
Webhook format change	Different payload structure	Use event normalizer/adapter
Template missing	Not recreated in Documenso	Create from template definitions
High error rate during cutover	Integration bug	Pause rollout, rollback, investigate

Resources

• Strangler Fig Pattern
• Documenso Documentation
• Documenso vs DocuSign
• Feature Flags Best Practices

Next Steps

Review related skills for comprehensive coverage of your new Documenso integration.