Looking for your documents? DocuSign is introducing the concept that envelopes are containers for documents in the New DocuSign Experience. Learn more.
Use Templates
Working with Templates - New DocuSign Experience
Templates help streamline the sending process when you frequently send the same or similar documents, or send documents to the same group of people.
Create Templates - New DocuSign Experience
How to create a new template, or copy an existing template.
Use Templates - New DocuSign Experience
You can use your saved templates to start a new document.
Edit Templates - New DocuSign Experience
You can edit any template that you previously defined and saved.
How to Save a Document as a Template
Save as Template provides a quick way to make a template from a document you've already prepared. You can save any document you have sent or drafted as a template...
Set Template Matching Account Preferences - New DocuSign Experience
How template matching works to apply saved templates to your documents. How to turn on template matching and adjust settings. Automatic template matching. Page-le...
Set Template Matching - New DocuSign Experience
Set matching behavior on the individual templates that you own or administer. The matching state determines if the template is evaluated for template matching whe...
Rules for Active Template Creation to create new templates as you work (Classic DocuSign Experience)
Scenarios in which a template will NOT be automatically created after sending an envelope from the Classic DocuSign Experience.
Adobe Reader XI 11.0.14 - Print Driver - Template matching issue
Low template matching percentages due to PDF text being removed.
How to use multiple templates
How to apply multiple templates to the same envelope
Limit Changes to Templates - New DocuSign Experience
Use template modification settings to limit the types of changes that can be made when your templates are used to send a document. Use Sender Permission settings ...
How can I create a copy of my Template in Classic?
How to create a copy of a Template in the Classic DocuSign Experience
Locate Template ID - New DocuSign Experience
The unique Template ID is located in the URL string for the template and is visible from the Template details view.
Share Templates - New DocuSign Experience
Sharing a template allows other users and user groups on your account to access and use it to send documents. As long as you have template share permission on you...
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