Use Templates
Create Templates - New DocuSign Experience
How to create a new template, or copy an existing template.
Add Documents - New DocuSign Experience
Add documents to an envelope. Upload the files for your recipients to review and sign. Add files from your local machine or a cloud storage provider, such as Goog...
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.
How do I create a template in DocuSign?
Streamline your workflow by creating a template.
Edit Templates - New DocuSign Experience
You can edit any template that you previously defined and saved.
Use Templates - New DocuSign Experience
You can use your saved templates to start a new document.
Supported Fields and Properties for Offline Signing on DocuSign Mobile Apps
Understand supported tags (fields) and their properties for offline signing with DocuSign for Android, DocuSign for iOS, and DocuSign for Windows Phone
Delete Templates
You can delete any template you own. When you delete a template, it remains in your Deleted bin for up to 24 hours, and then it removed permanently from the syste...
DTR for Real Estate Guide for Agents (PDF)
Guide for agents about how to manage real estate transactions in DTR.
DocuSign Transaction Rooms - How to add a template to an envelope
Click the “My Templates” drop down and select from which folder you want to add a template.
Locate Templates
The Templates page gives you access to all the templates that you own or are shared with you. There are different ways to locate templates, including search, filt...
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.
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 ...
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...
Template Folders - New DocuSign Experience
Template folders provide a way to organize your Templates list.
Add, Change, Remove Template Passwords - New DocuSign Experience
Template passwords protect against editing. You can set a password on any template you create. If the template is shared with other users, in order for them to ed...
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.
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...
Save an Envelope 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...