How To Create A Template In DocuSign

How To Create A Template In DocuSign

1. Log In: Access your DocuSign account.
2. Navigate to Templates: Click on the "Templates" tab in the main menu.
3. Create New Template: Select "New" and then "Create Template."
4. Name Your Template: Enter a descriptive name for easy identification.
5. Add Documents: Upload the documents you want to include in the template.
6. Set Recipients: Specify who will sign or receive the document.
7. Define Roles: Assign roles to each recipient (e.g., signer, approver).
8. Place Fields: Drag and drop fields (like signature, date) onto the document.
9. Save Template: Click "Save" to store your new template.
10. Test Your Template: Send a test document to ensure everything works correctly.