Hello @Shanell 

So you have account in eSignature. So basic process that I can tell you:

<Go to Templates
<Create the envelop
<List all the recipient in envelope
<Click next and all the signature or name or date field.
<Save the envelop
Now you can use the template in the template tab and send it to user.

Thanks!

Hello @Shanell ,

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Best regards,

Nathaly | Docusign Community Moderator
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