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How do I create a template?
How do I create a template?
This is meant to cover very basic templates only. For more advanced information on templates, please review this guide.
From the Templates page, click New Template.
​Enter a name and description for your template.
To upload one or more files to the template from your local machine or from one of your authorized cloud storage providers, follow the regular procedure described in Add Files.
Add recipient roles and any named recipients.
To add a bulk list of recipients, select the Import Bulk List option, and follow the regular procedure described in Send a Document Using Bulk Send.
(Optional) To set a routing order for your document or add an authentication method, follow the regular procedure described in Add Recipients.
To define a standard message for your template, or to add private messages for individual recipients, follow the regular procedure described in Add Messages.
To save your template without adding fields, click Other Actions and select SAVE AND CLOSE.
To set the signing fields for your document, click NEXT.
To add signing fields for each of your template recipients, follow the regular procedure described in Add Fields to Documents.
To finish your template, click SAVE AND CLOSE.
Your template is saved and ready to use.
Create Templates
Create Templates
Creating a template is a lot like starting an envelope. You add files, recipients, messages, and signing fields, and you can add any of the standard supported file types to your template.
Note: Your access to templates is controlled by your user permissions, as defined by your DocuSign administrator. If you cannot create or edit, or even use templates, check with your administrator.
About templates
About templates
The key difference between creating envelopes and templates is that with templates you can add placeholder roles to your recipients list. The placeholder role represents a recipient in the envelopes created when you use the template. When you later start an envelope using your template, you fill in the actual person's information for that role. Typically, you use placeholder roles for the recipients rather than named persons, as you likely will send the template to different people every time you use it.
You can create a template from scratch, or you can copy an existing template and make changes to it. You can also use the Save as Template feature to make a template out of any of your existing envelopes. You can save a template with as little or as much information as you like. You can save it with just a title or just a document, or any other level of completeness.
Create complete templates for maximum productivity
Create complete templates for maximum productivity
If your template is complete, you can save even more time. For a template to be complete, it must contain at least one of each of the following items: file, recipient, and recipient field. When you use a complete template, you have the option to simply fill in your recipient names and add the email message; if your account uses envelope custom fields, you can also enter the field values.
Share templates
Share templates
Sharing a template allows other users and user groups on your account to access and use it to send documents for signature. As long as you have template share permission on your DocuSign account, you can share any template you create. See Share Templates for more information.
Limit the changes senders can make when they use your template
Limit the changes senders can make when they use your template
There are several ways you can restrict the changes that can be made when a template is used to send an envelope. These restrictions are useful if you want to control how your template is used. For more information on how to limit usage and changes to the recipients, messages, brand, and fields, see Limit Changes to Templates and Template Fields.
Note: To learn more about DocuSign's templates and best practices, see Building Advanced Templates: Become a NIGO Ninja Series in the DocuSign Knowledge Market. You will be prompted to log in using your DocuSign email and password to access this content.
To create a template
To create a template
This procedure addresses all the things you can add or set for your template, but all steps are optional and you can choose exactly how you want to set up your template. You can save a template at any level of completeness.
From the Templates page, click NEW and select Create Template.
The prepare view appears where you can add files, recipient roles, and messaging.
2. Enter a name and description for your template.
These entries are visible only on the template itself and are not seen by signers of any envelopes generated from the template.
3. Add documents to your template.
4. To add recipient roles, do the following.
a. Define the role for the recipient in the Role field.
The role helps template users understand whom to enter as the recipient when they use the template to send a document. Example: Applicant, Client, Sales Rep
Enter a unique role to represent each individual who must sign your document. Example: Applicant 1; Applicant 2. You can use the signing order option if you need to route the envelope to the same role more than once.
Note that while roles are not required, in order to set up fields on your document, you must enter a recipient role for each individual who will act on your document.
b. Select the signing action for the recipient role. Example: Needs to Sign
c. To add additional recipient roles, click ADD RECIPIENT and repeat steps a-b.
5. To add named recipients, do the following:
a. Enter the person's email address and name.
b. Select the signing action for the recipient.
(Optional) Enter a role for the recipient. The role entry is optional and is useful to define why the person is signing the document. Example: Sales Approval
c. To add additional named recipients, click ADD RECIPIENT and repeat steps a-b.
6. To set a routing order for your document or add an authentication method, follow the regular procedure described in Add Recipients.
7. To define a standard message for your template, or to add private messages for individual recipients, follow the regular procedure described in Add Messages.
8. To set advanced options, such as reminder and expiration schedules, or to add a password to protect your template from being modified, select ADVANCED OPTIONS from the top menu bar. See Set Advanced Options for more information.
9. To save your template without adding fields, click ACTIONS and select SAVE AND CLOSE.
10. To set the signing fields for your document, click NEXT.
11. To add signing fields for each of your template recipients, follow the regular procedure described in Add Fields to Documents.
(Optional) If you want to pre-fill document fields, follow the steps in Create a Template and Add Pre-fill Fields.
12. To finish your template, click SAVE AND CLOSE.
Your template is saved and ready to use.
Create a Template and Add Pre-fill Fields
Create a Template and Add Pre-fill Fields
When you create a template for documents you send frequently, you can add pre-fill fields to save more time. While a manager or administrator usually creates templates, any user who has permission to create templates can perform this step. You should already know how to start a new template.
Note: Accounts that use standards-based signatures do not support pre-fill fields.
When you enter the prepare view for your template, select the Pre-fill Tools tab on the left.
Drag the pre-fill fields you want to use onto the document. See the pre-fill field types for details.
(Optional) You can require senders to complete a pre-fill field before sending. Select the field, then select Mandatory in the Field Properties panel.
Finish preparing your template with fields for signers.
Select SAVE AND CLOSE.
The template is saved, and all admins on the account can access and use it. If you want others in your organization to use the template, you need to share it. Those users must have permissions to use templates. For details, see Permission Profiles.
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To copy a template
To copy a template
Navigate to the Templates page.
The Template list appears, showing your saved templates.Locate the template you wish to copy by searching, filtering, or simply scanning the Template list.
Click the template actions menu and select Create a Copy.
The new template copy opens for you to change any aspect, including the template name, and the files, recipients, and recipient fields.When you are finished making changes, click SAVE AND CLOSE.
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