Creating a single editable template
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?
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?
Hi
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:
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 Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
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