Use Templates
Video: Send an envelope using a Template | eSignature
How do I create a template in Docusign?
Streamline your workflow by creating a template.
Docusign eSignature: Why are my reminder or expiration settings not applied?
This article describes how reminders and expiration settings are set for different eSignature products.
Error: "account.docusign.com refused to connect" | Docusign for Salesforce
When attempting to utilize the Docusign for Salesforce integrations, your browser displays the error message "account.docusign.com refused to connect". This is us...
FAQ for Offline Templates in the Docusign Mobile App (iOS)
Offline templates is that you use a template that has been created previously on the web and complete the signing experience while offline.
Error, "Currently selected checkbox tabs cannot exceed maximum allowed when sending."
Read this article to learn what to do if you are having issues sending a Docusign document that uses a template. This issue may be related to incorrectly added ch...
Access Templates in the Docusign Mobile App for iOS (iPad, iPhone, iPod Touch)
Follow these steps to learn how to access and use templates in the Docusign Mobile App for iOS.
Video: Create a Template | eSignature
Docusign Template Library
Read this article to learn about downloadable templates for eSignature from the Docusign Template Library.
How do I create a template?
Learn how to create a Docusign eSignature envelope template in a few quick steps.
How can I create a copy of my Template?
Read this article to learn how to create a copy of a Docusign template (in case you deleted it).
Why can't I move or delete fields added from a template?
This indicates the template has been locked down on the template level.
Apply multiple templates to the same envelope
Read this article to learn how to apply multiple templates to the same envelope.
Error: "Unable to create the envelope" | eSignature
This error can be caused for many reasons but it's usually a permissions conflict between the user/account and properties of the template.
Locate a Docusign envelope ID
Read this article to learn where to find a Docusign envelope ID number.
Access Templates in the Docusign Mobile App for Android
Follow these steps to access Templates from the Docusign mobile app for Android.
Why are my DocuSign Gen Signature Fields Not Appearing on my envelopes? | DocuSign Apps Launcher
This is a summary of the importance of the Recipient Roles and how these relate to the AutoPlace Signature Fields in DocuSign Generator when sending the documents...
Video: eSignature: How to Use the Drawing Field
Video: eSignature: How to Protect a Template from Changes
Video: How to Create a Docusign Template
Error: "Recipient with this email is invalid" | Docusign Apps Launcher
This issue applies to Docusign Apps Launcher when ID verification is active on the template. Adding recipients to an envelope, you receive the error "Recipient wi...
Video: Set Template Matching Behaviors | eSignature
Video: Set Template Matching Behaviors
Video: Share Templates - Docusign eSignature Video
Video: Edit a Docusign Template | eSignature
PowerForms vs. Templates
Read this article to learn the features of PowerForms and Templates and the differences.
Get Started with Docusign eSignature: Video Series
Watch this short series of videos to learn about signing, sending, and managing documents with Docusign eSignature.
What Open Source projects does Docusign offer?
Redirects users searching for Open source projects to the Open Source catalog page.
How do I disallow senders from changing the Envelope Custom Field?
Here is a trick to make the Envelope Custom Field read on for senders.
Why are my Signing Groups empty when uploading my Template?