Access Templates in the DocuSign Mobile App for iOS (iPad, iPhone, iPod Touch)
To access a template from your iPad, iPhone, or iPod Touch, follow these steps:
- Log in to the DocuSign mobile app and tap SIGN & SEND.
- Tap the ADD (+) icon and follow the prompts to add a document.
- Tap Templates.
- Tap My Templates or Shared Templates, then tap to select the desired template.
- Tap a recipient title to assign an email address and name to that recipient.
- Enter the full name and email address of the recipient. To add yourself or an existing contact, tap the blue ADD (+) icon and navigate to the preferred contact. When finished, tap Done. Repeat this process with any additional recipients.
- Tap Send to send the document out for signature.