DocuSign Form Migration Specialist

Role: DocuSign Form Migration Specialist Location: Martinez, CA (Onsite 50% required) Duration: 6+ Months
Overview: We are seeking a detail-oriented and technically skilled DocuSign Form Migration Specialist to support the migration of existing PDF-based forms into DocuSign templates and workflows. This role will begin as a part-time engagement (50%) with a hybrid onsite requirement (50% onsite in Martinez, CA). The ideal candidate will have experience working with form structures, digital form builders, and DocuSign configuration. Depending on experience level, the individual may support basic migration tasks or lead more advanced workflow design, automation, and integration efforts. This position plays a key role in modernizing form processes and improving digital workflow efficiency across business functions.
Key Responsibilities: Form Migration & Configuration

• Convert existing PDF forms into DocuSign templates
• Configure DocuSign fields including text, date, signature, checkboxes, and dropdowns
• Ensure accurate replication of form structure, layout, and business logic
• Maintain consistent file naming conventions and migration tracking documentation

Workflow & Template Development

• Build reusable DocuSign templates and web forms
• Configure recipient roles, routing sequences, and notification settings
• Apply conditional logic, validation rules, and required field controls
• Support form testing, QA, and usability validation (tab order, accessibility, accuracy)

Project Coordination & Execution

• Manage multiple form migration requests with prioritization and deadlines
• Collaborate with stakeholders to clarify requirements and ensure alignment
• Document processes, configurations, and migration standards

Advanced Responsibilities

• Design scalable DocuSign solutions across departments
• Implement advanced workflows (multi-step approvals, dynamic routing, conditional logic)
• Support integration with enterprise systems using APIs and webhooks
• Establish governance, documentation standards, and migration frameworks
• Lead coordination efforts across teams and support continuous improvement initiatives

Required Skills & Qualifications: Entry-Level/Foundational Skills

• Understanding of PDF form structures and field mapping
• Basic DocuSign configuration (fields, signatures, forms)
• Strong attention to detail and accuracy
• Ability to follow structured migration processes
• Basic task tracking and documentation skills

Intermediate Skills (Preferred)

• Experience converting complex PDFs into structured digital forms
• Knowledge of workflow routing and recipient role configuration
• Experience with conditional logic and validation rules
• QA/testing experience for digital forms
• Ability to manage multiple concurrent tasks and timelines

Advanced Skills

• DocuSign advanced workflow design and automation
• API integrations and webhook configuration
• Enterprise-scale solution design and governance frameworks
• Cross-functional project leadership experience

Additional Requirements:

• Strong organizational and documentation skills
• Ability to work independently and follow structured processes
• Good communication skills for stakeholder coordination
• Availability for 50% onsite work in Martinez, CA