Can you use DocuSign with preset fields in templates?

Hello ​@seenofees,

Thank you for reaching out, and a warm welcome to the Docusign Community! We are absolutely delighted to have you here and can't wait to share our knowledge with you.

I understand the frustration of having to recreate the fields each time you use your Template. I'm truly sorry for the inconvenience, and I'm committed to helping you find a solution.

To gain a better understanding of the situation, I have questions:

• Are you using the regular DocuSign Website (www.docusign.com) or an Integration to generate/send documents like; Rooms, CLM, SpringCM Salesforce, Workday, etc?
• Can you please describe, step-by-step, process of what you did? For instance, what field types did you add to your template, and is the field no longer there when adding and saving it? 
• Do you have the exact error or screenshots of the issue that you can provide? (please conceal any Personally Identifiable Information on the screenshots, as this is a public forum)

Sharing the comprehensive guide for creating a template and adding fields: 

How do I create a template?

Add Fields to Documents.

I look forward to your update. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hello ​@seenofees,

I hope you are doing well. Just checking to see if you are able to provide the information that I previously requested? If so, please do so in a reply to this question so that I can further assist you with your issue. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.