documenso-migration-deep-dive

name	documenso-migration-deep-dive
description	Execute comprehensive Documenso migration strategies for platform switches. Use when migrating from other signing platforms, re-platforming to Documenso, or performing major infrastructure changes. Trigger with phrases like "migrate to documenso", "documenso migration", "switch to documenso", "documenso replatform", "replace docusign".
allowed-tools	Read, Write, Edit, Bash(npm:*), Bash(node:*)
version	1.13.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","documenso","migration"]
compatibility	Designed for Claude Code

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(): <> {
  
   {
    : ,
    : ,
    : ,
    : [
      ,
    ],
    : [, , ],
    : [, , , , ],
    : [, ],
  };
}