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I have an existing template to which I have added a new form with numerous fields. I would like to just copy this new form from the template I’ve already added it to and paste it into another already existing template. This would be much easier than recreating the form and all the fields. Is there a way to do this? I’ve tried everything I can think of.
Solved
Copying & Pasting Forms from/to existing templates
+1- Newcomer
Best answer by David.Schmitz
The best option I can offer is to send a new envelope using Template A, then apply Template B to that same envelope, adjusting the possible Recipient overlap. Once sent then go to that envelope and select “Save as Template” from the right side dropdown. This creates a new Template C that would have the documents, fields, etc from Template A and Template B.
There is no direct copy of a document that can be done from Template A to Template B that I am aware of as a product feature.
- Hero
- Answer
The best option I can offer is to send a new envelope using Template A, then apply Template B to that same envelope, adjusting the possible Recipient overlap. Once sent then go to that envelope and select “Save as Template” from the right side dropdown. This creates a new Template C that would have the documents, fields, etc from Template A and Template B.
There is no direct copy of a document that can be done from Template A to Template B that I am aware of as a product feature.
- Community Moderator
Hello
Thank you for reaching out here in the DocuSign Community.
I apologize for the inconvenience, this is a follow up on your post.
Was the information provide useful? 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.
- Community Moderator
Hi
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.
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.
+1- Newcomer
I want to copy a document from the completed document and create the same for a new person
- Community Moderator
Hi
I hope you are doing well.
I would like to confirm if you need further assistance, 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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