Use Templates

How do I create a template in Docusign?
Streamline your workflow by creating a template.
How do I create a template?
Learn how to create a Docusign eSignature envelope template in a few quick steps.
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.
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...
DAL - Docusign eSignature for Salesforce Error: Save Error: Some fields might be out of sync. Unable to connect to the service. Failed to connect to the Salesforce service.
When attempting to add/create/edit a merge field within Docusign Envelope Template the end-user receives an error message: Save Error: Some fields might be out of...
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.
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: "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...
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.
Docusign Template Library
Read this article to learn about downloadable templates for eSignature from the Docusign Template Library.
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.