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I created a template with the main letter/attachment and all the signatures, settings, etc. so it would repeat every time I apply it to a new letter. However, I would like to add a boiler plate attachment PDF notice to every letter I send out, so i edited my template and added this attachment to the template but when i apply it, the attachment is not there. Do I need to add the attachment every time or is there a way to have it automatically add itself when applying the template?
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Attachment to Template
+1- Newcomer
Best answer by nathaly.monge
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
When applying a template the idea is to transfer the fields from the placeholder document in the template to the actual document you need to send saving you time, however, if the template is 2 documents long and the needed one is just 1 document long, it would only be applied to that 1 document.
In these cases I recommend you create a template with the attachment PDF, create an envelope, apply the needed template to the document and use the template that contains the other PDF: Use Templates
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+15- Community Moderator
- 2554 replies
- Answer
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
When applying a template the idea is to transfer the fields from the placeholder document in the template to the actual document you need to send saving you time, however, if the template is 2 documents long and the needed one is just 1 document long, it would only be applied to that 1 document.
In these cases I recommend you create a template with the attachment PDF, create an envelope, apply the needed template to the document and use the template that contains the other PDF: Use Templates
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+15- Community Moderator
- 2554 replies
Hello
If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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