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:

  1. Log in to the DocuSign mobile app and tap SIGN & SEND.

    iOS Sign & Send button
  2. Tap theĀ  ADD (+) icon and follow the prompts to add a document.
    iOS Add Document icon
  3. Tap Templates.
    iOS Add Documents page
  4. Tap My Templates or Shared Templates, then tap to select the desired template.
    iOS Template Select screen
  5. Tap a recipient title to assign an email address and name to that recipient.
    iOS Template Recipients
  6. 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.
    iOS Template Recipient Define
  7. Tap Send to send the document out for signature.
    iOS Template Ready to Send