For the New Transaction Desk (Instanet / DocBox / Authentisign) -- if you had things such as Templates, set up in the old system and aren't seeing them on the new system -- Go to Settings (the 3 Gears on the left side menu), then select Data Migration. You'll see a bunch of options available to you.
Haven't tried the new version yet? Just login to Instanet and click on the link up top to try the new version and to activate your new account. There is nothing else to do. Need to go back to the old version? Go to Settings and then scroll down and click on 'Return to Previous Version of DocBox".
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