Creating a single editable template

Question

Help! New to docusign and getting frustrated, I would like to create two templates that I am able to edit on a regular basis and create Docusign documents. Is anyone available to jump on a zoom call?

Alejandro.Ramos · Accepted Answer

Hi @nickie,Welcome to the DocuSign Community!We are glad to have you here and can't wait to help share as much knowledge as possible.I am sorry to hear that you have been experiencing issues when creating templates, but I will share the steps to accomplish your goal.You can create new templates in Templates>New.For detailed steps and a video of this process, see:How do I create a template?Feel free to let us know if you need further assistance with this.Thank you for using DocuSign, we hope you have a wonderful rest of your day!Best regards,Alejandro R. | DocuSign Community ModeratorPlease click "Best Answer" below if you find my reply to be a valid solution to your issue!

Alejandro.Ramos · Answer

Hi @nickie,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 findOtherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.Best regards,Alejandro R. | DocuSign Community Moderator "Select as Best" below if you find the answer a valid solution to your issue!

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