Creating Templates

Question

Hello - We are currently signed up to a trial and as a real estate agency often need to send terms out to clients. We send the same document repeatedly but have to manually enter in all the required and optional fields throughout the document each time. How do we set these documents up to automatically generate these fields and is this option limited because we are currently on a trial?

JohnSantos · Accepted Answer

​@SturgesTemplates let you pre-define all the fields (signatures, initials, names, text boxes, checkboxes, etc.) once and reuse them over and over.Are you set up in a DocuSign Demo environment? You can create and use templates there, then transfer them to your production account.

Ma.Cubio · Answer

Hello ​@SturgesHow are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved.If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!Sincerely,Ma. Cassandra | Docusign Community ModeratorIf this helped, feel free to Like👍and click "Best Answer"

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