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.
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.
Download a Template Document
You can download documents from any template that you have access to. When you download template documents, the files are in PDF format regardless of the original...
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...
Download and Upload Templates - New DocuSign Experience
The ability to download and upload templates is useful when you need to move copies of templates around. You can use the download and upload functions to copy tem...
Apply Templates - New DocuSign Experience
You can apply templates to the documents you upload to DocuSign. When you apply a template, you add the template recipients, message, and recipient fields to your...
Bulk Send for Multiple Recipients
With the new and improved bulk send, you can define multiple recipients for each bulk send envelope.
Merging Duplicate Recipients - New DocuSign Experience
If you use multiple templates you might find you have duplicate recipients that you need to merge. This guide explains how to merge duplicate recipients.
How do I apply multiple templates to the same envelope
How to apply multiple templates to the same envelope
PowerForms vs Templates
Compares the features of PowerForms vs Templates and explains the differences.
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