› Administrate account › Export / Import

Export / Import

This page provides the possibility to export and import account settings. This can be used to backup account settings, to transfer settings from one account to another or to transfer account settings from one SignDoc installation to another.

It is not possible to export or import data from the following sections: Manage users, Account details, Notifications, Personalization, Signing documents, Account license, and Global license.
Export / Import page

Export account settings

Account settings are exported by downloading a SignDoc settings zip file. Depending on the selected options, this zip file contains a configuration.json and/or a doctypes.json file which contain the exported data in JSON format.

Any exported JSON file contains a header and a content section. To backtrack the exported data, the header contains

  • SignDoc version of the export

  • User ID of the user which did the export

  • Account ID from which the settings are exported

  • Timestamp when the export was done

It is not allowed to modify the header section. The content section contains the exported data and can be modified when the corresponding export option is enabled.
Export account data and settings

General export options

  • Allow modifications in exported SignDoc settings file.

    If enabled the values in the exported SignDoc settings zip file can be modified and imported again.

    If disabled a modified SignDoc settings zip file will be rejected when imported again.

    Note that a SignDoc settings zip file will always be rejected when the header of the settings file was modified.

  • Export configuration data.

    If enabled the export contains account configuration data. When there is no configuration data for which an account or system value is set, the exported configuration data is empty.

  • Export supplemental documents data

    If enabled the export contains supplemental documents data.

Export options for configuration data

  • Effective configuration values.

    If disabled, the export file only contains account configuration data for which an account value is set. If enabled the export also contains account configuration data for which only a system/global value is set.

  • Include plug-in configuration

    If enabled the export contains account configuration data of the currently installed plug-ins.

Click the Export button to start the download of the SignDoc settings zip file.

Import account settings

Click Import to import account settings by uploading a SignDoc settings zip file.

Import account data and settings

Note that the import is rejected in the following cases:

  • One of the import files contains system configuration data.
  • The header of one of the import files is modified.
  • The content of one of the import files is modified without permission (see "Available export options" above).
  • One of the import files contains an invalid value or JSON structure.