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
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...
Download and Upload Templates - DocuSign eSignature User Guide
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...
Set Template Matching Account Preferences - DocuSign eSignature User Guide
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...
Why can't I move or delete fields added from a template?
This indicates the template has been locked down on the template level.
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.
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...
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