Copy form from Form Librrary to Templates

Question

Is there any way to copy a form from a provided form library into my own templates? I don’t use most forms in the library and I would like to further customize them for my use as my custom templates.

Christopher.Alpizar · Accepted Answer

Hello @Aelroy,Thank you for reaching out here in the DocuSign Community.I apologize for the inconvenience, I understand that you want to copy a form from a Form Library and save it as a template.If you have created an envelope using that form, have you tried toSave as Templatethat envelope?Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan.Compare eSignature plans & pricing.Let us know if you need further assistance with this.Best regards,Christopher |DocuSign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

Christopher.Alpizar · Answer

Hi @Aelroy,I hope you are doing well.I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.Best regards,Christopher |DocuSign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

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