Move your setup from a sandbox to production
How to do it in Simple Signature, one step at a time.
Last updated 9 Oct 2026
Paid version only. These steps do not count in the setup progress.
A change set cannot carry most of the setup of Simple Signature. Do these steps in production by hand.
Install Simple Signature in production.
Install it from the AppExchange, as in Install Simple Signature. TAF support can also send you an install link.
Check that both orgs run the same version.
The version shows at the bottom right of the Configure page, and in Installed Packages. If the versions differ, ask TAF support to push the new version to production, or for a link to do it yourself. See Update Simple Signature.
Turn on the paid version in production.
Each org needs its own Upgrade Key. See Turn on the paid version.
Set up the signature site and its connection, if you use requests.
Do Set up the signature site and Connect the site to Simple Signature in production.
Connect Google Docs, if you use it.
Do steps 1 to 4 of Make a PDF template in Google Docs in production.
Set the Configuration tab the same as in the sandbox.
Type each value again. Click Save Settings. Only Site URL for Signature Requests is different: use the address of the production site.
Move the experiences with Export and Import.
In the sandbox, open the Experiences tab. Click Export. The browser downloads
Experience.csv, with all your experiences.In production, open the Experiences tab. Click Import. Under Upload Files, pick the file. Click Upload. The window shows the columns of the file. For each column, pick the matching Field and a Field Type: Experience for Experience Name and Description, Parameter for the others. Click Save.
Then check each experience:
- Each experience gets a new Experience ID in production. Change it everywhere you typed it, for example in the Sign button component, on record pages and in Flows.
- Import does not keep values with commas. Check the parameters
fieldreadonly,hideblankfields,templatesandsubmissiontype. Type their values again.
If the import fails, see Import of experiences fails.
Move your own changes.
Make them again in production, or deploy them with a change set: your own fields, Visualforce pages, Lightning components, actions and Flows. TAF support can help with the deploy.
Applies to
Simple Signature 5.8.x, paid version. These steps come from the tested Simple Signature implementation guide, where they sit with the steps before and after them.
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