What Certyneo can transfer
Everything exportable from your current platform is re-imported to us, in the right format, with the right metadata.
Your signed documents
Finalized PDFs with audit trail, downloaded from your current platform and re-attached to your contacts at Certyneo.
Your eIDAS proofs
Timestamps, audit trails, completion certificates — everything is archived in Certyneo with the same legal value.
Your metadata
Titles, tags, categories, send and signature dates, status, senders and recipients. Nothing is lost.
Your workflows
Envelope templates, signature orders, recurring fields, automatic reminders — we rebuild the equivalent on the Certyneo side.
Our 7-step process
From initial contact to go-live, everything is structured. You know what happens and when.
- 1
Audit of your environment
We inventory your DocuSign or Yousign base: volume, document types, active workflows, users, integrations.
- 2
Mandate and transfer agreement
You sign a mandate authorizing us to access your exports. Transfer agreement + GDPR clause as processor.
- 3
Export from source platform
Complete export of documents, proofs and metadata via official DocuSign / Yousign APIs. Nothing is scraped.
- 4
Mapping to Certyneo
We map your fields, categories, statuses and roles to the Certyneo model. A compliance report is produced.
- 5
Re-import into Certyneo
Bulk import into your new environment. eIDAS proofs remain attached to the correct documents and users.
- 6
Testing and validation
We validate document integrity, correct attribution and proof readability through sampling.
- 7
Go-live
Coordinated cutover with your teams. The old platform is frozen to read-only, your teams switch to Certyneo.
A 100% free migration
Your package is determined by your document volume. No fees, no bill at the end.
Starting now
For small businesses and small bases (< 1,000 documents)
No fees, whatever your volume.
- Audit of your source database
- Export of signed documents
- Recovery of eIDAS evidence
- Re-import into Certyneo
- Acceptance testing by sampling
Business
For SMEs and mid-market companies (1,000 to 50,000 documents)
No fees, migration fully covered.
- Everything in the Starter pack
- Recovery of complete metadata
- Workflow reconstruction
- Import of templates and models
- Migration of users and roles
- Training for key teams
- Dedicated support for 30 days post-migration
The Enterprise
For large organizations (> 50,000 documents)
No fees, even for multi-account migrations.
- Everything in the Business pack
- Multi-account migration from DocuSign/Yousign
- API integrations (HubSpot, Salesforce, SAP)
- Orchestrated cutover plan by team
- The following is a list of the main types of data:
- Custom DPA and GDPR annexes
- Contractual migration SLA
- Dedicated account manager
- Priority support for 90 days post-migration
The packages above are indicative and free. The exact scope is confirmed after the step-1 audit, at no extra cost regardless of volume.
What we promise — and what we don't
Migrating a signature platform has technical limitations imposed by DocuSign and Yousign. We are transparent about them.
What we commit to do
- Migrate 100% of signed documents that the source platform exports via its official API.
- Preserve the probative value of eIDAS evidence (timestamps, certificates, audit trail).
- Deliver a detailed compliance report documenting exactly what was imported and what could not be.
What we don't claim to do
- We do not bypass export limitations imposed by DocuSign or Yousign (archived envelopes > 7 years, disabled accounts).
- We do not promise to recreate advanced conditional workflows specific to the source platform exactly as they were.
- We do not guarantee exact equivalence of proprietary evidence formats — only eIDAS legal value is guaranteed.
Frequently asked questions
The six questions that 90% of our prospects ask.
How long does a migration take?
Between 2 and 8 weeks depending on volume and the package selected. Small databases (< 1,000 documents) are completed in 2-3 weeks. Enterprise multi-account migrations can span 2 to 3 months, including cutover.
Is the migration GDPR compliant?
Yes. We sign a DPA upfront, access only necessary data via your API credentials, and everything is hosted (EU). Your exports are deleted 30 days after cutover.
Do my eIDAS proofs retain their legal value?
Yes. Proofs generated by DocuSign or Yousign remain valid and are archived as-is in Certyneo. eIDAS legal value is not diminished by migration.
What if my source platform doesn't export everything?
We document each non-exportable case in the final compliance report. You decide whether to maintain read-only access to the legacy platform or to accept the loss.
Will you rebuild my automated workflows?
Yes, in Business and Enterprise plans. We recreate the Certyneo equivalent of your envelope templates, signature orders, recurring fields, and reminders. Highly specific conditional flows are adapted on a case-by-case basis.
Do I need to commit to a Certyneo plan before migration?
No, not for scoping and the audit, which are free. Yes for the actual start — you sign a Certyneo subscription contract alongside the takeover contract. Both start on go-live day.