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How do I upload a word document to use as a template?

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How do I upload a word document to use as a template?

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Community ExpertAnswer

Docusign Employee

The operation should be simple if you have the correct Permissions to create a new Template...

1) Login to DocuSign and go to the Templates option across the top

2) Select NEW, then Create Template

3) Select "Upload" in the top portion under Ad Documents to the Envelope"

Word documents are a supported format for a document upload, finish adding Recipients, email subject and body, fields/tags, and then finish. Here is a DocuSign article on the process as well...

https://support.docusign.com/en/guides/ndse-user-guide-create-templates

Community Expert

Docusign Employee

Answer

Docusign Employee

The operation should be simple if you have the correct Permissions to create a new Template...

1) Login to DocuSign and go to the Templates option across the top

2) Select NEW, then Create Template

3) Select "Upload" in the top portion under Ad Documents to the Envelope"

Word documents are a supported format for a document upload, finish adding Recipients, email subject and body, fields/tags, and then finish. Here is a DocuSign article on the process as well...

https://support.docusign.com/en/guides/ndse-user-guide-create-templates

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Docusign Employee

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Thank you – that means we do not yet have the correct permissions – thank you for your reply! [http://cms.uamc.com/Portals/1/CompanyLogos/v3/eaglelogo.png]<http://eaglehm.com/> Judy Kane Investor Liaison o.727.791.2138 f.866.476.4329 15550 Lightwave Dr. Clearwater, Florida 33760 JudyKane@eaglehm.com www.eaglehm.com<http://cms.uamc.com/Portals/1/CompanyLogos/FB-icon.png]"" target="_blank">http://cms.uamc.com/Portals/1/CompanyLogos/v3/CO.png] [http://cms.uamc.com/Portals/1/CompanyLogos/FB-icon.png]" target="_blank">http://eaglehm.com/> [http://cms.uamc.com/Portals/1/CompanyLogos/FB-icon.png]" target="_blank">http://cms.uamc.com/Portals/1/CompanyLogos/v3/CO.png] [http://cms.uamc.com/Portals/1/CompanyLogos/FB-icon.png]<http://cms.uamc.com/Portals/1/CompanyLogos/TR-icon.png]" target="_blank">https://www.facebook.com/eaglehomemortgage>[http://cms.uamc.com/Portals/1/CompanyLogos/TR-icon.png]<http://cms.uamc.com/Portals/1/CompanyLogos/LI-icon.png]" target="_blank">https://twitter.com/EagleHomeMtg>[http://cms.uamc.com/Portals/1/CompanyLogos/LI-icon.png]<http://cms.uamc.com/Portals/1/CompanyLogos/IG-icon.png]" target="_blank">https://www.linkedin.com/company/eagle-home-mortgage>[http://cms.uamc.com/Portals/1/CompanyLogos/IG-icon.png]<https://www.instagram.com/eaglehomemortgage/> <http://>

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Community Member

Docusign Employee

Legacy User

Contact your DocuSign Admin and they can adjust or assign a different Permission Set.

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Community Member

Docusign Employee

Legacy User

Thanks David – that is in the works – we are just waiting for the email to confirm we are set up properly – thanks so much! [http://cms.uamc.com/Portals/1/CompanyLogos/v3/eaglelogo.png]<http://eaglehm.com/> Judy Kane Investor Liaison o.727.791.2138 f.866.476.4329 15550 Lightwave Dr. Clearwater, Florida 33760 JudyKane@eaglehm.com www.eaglehm.com<http://cms.uamc.com/Portals/1/CompanyLogos/FB-icon.png]"" target="_blank">http://cms.uamc.com/Portals/1/CompanyLogos/v3/CO.png] [http://cms.uamc.com/Portals/1/CompanyLogos/FB-icon.png]" target="_blank">http://eaglehm.com/> [http://cms.uamc.com/Portals/1/CompanyLogos/FB-icon.png]" target="_blank">http://cms.uamc.com/Portals/1/CompanyLogos/v3/CO.png] [http://cms.uamc.com/Portals/1/CompanyLogos/FB-icon.png]<http://cms.uamc.com/Portals/1/CompanyLogos/TR-icon.png]" target="_blank">https://www.facebook.com/eaglehomemortgage>[http://cms.uamc.com/Portals/1/CompanyLogos/TR-icon.png]<http://cms.uamc.com/Portals/1/CompanyLogos/LI-icon.png]" target="_blank">https://twitter.com/EagleHomeMtg>[http://cms.uamc.com/Portals/1/CompanyLogos/LI-icon.png]<http://cms.uamc.com/Portals/1/CompanyLogos/IG-icon.png]" target="_blank">https://www.linkedin.com/company/eagle-home-mortgage>[http://cms.uamc.com/Portals/1/CompanyLogos/IG-icon.png]<https://www.instagram.com/eaglehomemortgage/> <http://>

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