Use Templates

Create Templates - DocuSign eSignature User Guide
How to create a new template, or copy an existing template.
Add Documents - DocuSign eSignature User Guide
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 - DocuSign eSignature User Guide
Templates help streamline the sending process when you frequently send the same or similar documents, or send documents to the same group of people.
Edit Templates - DocuSign eSignature User Guide
You can edit any template that you previously defined and saved.
Use Templates - DocuSign eSignature User Guide
You can use your saved templates to start a new document.
How do I create a template in DocuSign?
Streamline your workflow by creating a template.
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
Get Started with DocuSign EasySign: Video Series
Watch this short series of videos to learn about signing, sending, and managing documents with DocuSign EasySign.
DocuSign EasySign Overview Video
Walkthrough for new users using DocuSign's EasySign interface. This article will walk you through sending documents for signature.
Welcome to DocuSign EasySign: A Transition Portal for Senders
This topic contains information to assist users/senders who are transitioning from DocuSign eSignature to DocuSign EasySign.
How can I create a copy of my Template?
How can I create a copy of my Template?
Error: "Unable To Create The Envelope" When Using a Template
This error can be caused for many reasons but it's usually a permissions conflict between the user/account and properties of the template.
Where do I find my Envelope ID?
How do I locate my envelope / document Id
iOS - Offline Templates FAQ
Offline templates is that you download a template that has been completed previously on the web and complete the signing experience while offline.
Locate Templates - DocuSign eSignature User Guide
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...
Delete Templates - DocuSign eSignature User Guide
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...
Set Template Matching - DocuSign eSignature User Guide
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...
Template Folders - DocuSign eSignature User Guide
Template folders provide a way to organize your Templates list.
Add, Change, Remove Template Passwords - DocuSign eSignature User Guide
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 - DocuSign eSignature User Guide
The unique Template ID is located in the URL string for the template and is visible from the Template details view.
Share Templates - DocuSign eSignature User Guide
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...
Limit Changes to Templates - DocuSign eSignature User Guide
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 ...
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