Hello,

Thank you for reaching out here in the DocuSign Community.

My apologies for the inconvenience, to see if I understood correctly, you are looking for a way to save a template with information like name, signature, date, and text fields prepopulated.

Or are you trying to create a template and have the actual fields to be saved with the template?

If it is the first one, you can populate information on text fields, checkboxes, radio buttons, etc. using the "Add text" option that appears when you click the field. However, fields like name and Date Signed automatically populates with the information added in the recipient section of the envelope preparation process, and signatures and initials can not be prepopulated, these can only be filled in during the signing process after sending.

If the second, can you provide a little more background information? Are you trying to download the template? Is it giving you an error?

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!

Sorry for the confusion.

I have a 78 page document with several areas that need signature, name, address and so on. I need to send this to 25 different people but I need to collect the same information from each. I would like to save the template to include all requested information without having to drag and drop the text box or signature box and so on for all 25.

I hope this is more clear what I'm trying to do.

Thanks,

Ron

Hello,

Thank you for reaching back and clarifying.

In that case, if you are looking to send the same document to many recipients at the same time (and are looking for a more feasible way to do it), you should consider using Bulk Sending. 

With Bulk Sending, you can use a .csv list of your recipients and upload that file during the envelope creation process. Once the list is uploaded, the rest of the envelope creation workflow will remain the same as sending out a single envelope for signing.

You can find detailed instructions regarding how to set up a Bulk Send batch, here: https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send 

We recommend coupling the Bulk Send process with a template. You’ll be able to download the data from the template’s .csv file, which includes column headers specific to your roles and fields (if needed). 

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing

Does this provide an answer to what you are looking for, or were you looking for a way to add the needed fields automatically to the template/documents?

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!