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.
How do I create a template in DocuSign?
Streamline your workflow by creating a template.
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.
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
Where do I find my Envelope ID?
How do I locate my envelope / document Id
How to Convert a Bulk List Template - DocuSign eSignature User Guide
Convert your existing templates that have an imported bulk list recipient to use the new bulk send for multiple recipients.
How do I apply multiple templates to the same envelope
How to apply multiple templates to the same envelope
DocuSign EasySign Overview Video
Walkthrough for new users using DocuSign's EasySign interface. This article will walk you through sending documents for signature.
Bulk Send for Multiple Recipients - DocuSign eSignature User Guide
With the new and improved bulk send, you can define multiple recipients for each bulk send envelope.
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.
DocuSign EasySign User Guide
DocuSign EasySign is a simplified sending user interface that is focused on allowing you to quickly and easily start sending documents for signature using DocuSig...
Print Driver FAQ
Common DocuSign Print Driver questions, issues and troubleshooting.
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.
How to add a template to an envelope - DocuSign Rooms for Real Estate
Click the “My Templates” drop down and select from which folder you want to add a template.
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...
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.
Apply Templates - DocuSign eSignature User Guide
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...
Merging Duplicate Recipients - DocuSign eSignature User Guide
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.
Using Shared Templates - DocuSign eSignature User Guide
Besides the templates you create for yourself, other template owners may choose to share templates with you. Templates can be shared in two ways: directly or thro...
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 ...
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...
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...
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