Hello,
I'm looking for a solution to create a template for an envelope.
Being a beginner in the use of the Docusign tool, I haven't managed to do what I need.
I regularly have envelopes signed, in which I have to enter 2 contracts whose contact details, rates and signatories are changed each time a new envelope is created. The signatories of both contracts are the same for the same envelope.
When I create my template, with my two documents and the various elements to be completed and signed, everything goes smoothly. However, when I use the template for signing, it only applies to the first document and not to the second, which also makes up the envelope.
I tried a number of different ways:
- Creation directly from my template tab
- Creation with automatic template detection
- Creation and manual addition of the template
But each time, only my first document benefits from what is defined by my two document template.
Would you have a solution or a trick to rectify this, please?
Thank you in advance for your feedback,
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