How To Use A Docusign Template
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If you have dozens of templates you can search the list for the template you want.
How to use a docusign template. This includes docusign click docusign simplified sending and any third party integration that relies on esignature. To set the signing fields for your document click next. From the templates page click new and select create template. Use docusign esignature to easily upload and send documents for electronic signature from anywhere and on any device. Word template in case you prefer to create documents in word rather than docusign for mail merge or presentation reasons.
The select a template dialog box appears. Your template is saved and ready to use. If you have already created custom templates in docusign those templates are listed here. To add signing fields for each of your template recipients follow the regular procedure described in add fields to documents. In the select template dialog select the template you want to use.
Find out how to create a new template in docusign. To create a template you ll need to have a document prepared. You will need administrator or delegated template creation rights to create a template in docusign. Click the new drop down and select use a template. Select the template you want to use.
Name your template and upload your document s. This includes docusign click docusign simplified sending and any third party integration that relies on esignature. To create one click on docusign templates and then click on new and the create template. To finish your template click save and close. Name the template and fill out the rest of the details then move on to the next part.
You can either upload it from your computer or get it from a cloud service like dropbox. If you can t see the templates tab contact your docusign administrator and ask them to update your user permissions. Your templates and the templates shared with you are available to search and select. From the home page click sign a document. The create a template view appears where you can add files recipient roles and messaging.
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