Templates

[Magicmarker]

Is there a way to create a template of a real estate disclosure and save it to use when one needs to be sent and signed later?

[PatrickDocuSign]

Yes! Please check out this page: http://www.docusign.com/support/sender_video.php which contains our user-guide videos. Two of these should interest you: Using Templates and Sending from ZipForms6 Using Templates if you're a ZipForms user.

Also, our advanced features class takes place on 10am PST Wednesdays if you get the time and want to take a deeper look into templates with our guided class.