Hi everyone,
is it possible to create a template in docusign (in my case a questionaire) which I can add to other templates, that I don’t have to add all the fields in the questionare each time I need it in different templates?
Kind regards,
Franzi
Hi everyone,
is it possible to create a template in docusign (in my case a questionaire) which I can add to other templates, that I don’t have to add all the fields in the questionare each time I need it in different templates?
Kind regards,
Franzi
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
To see if I understood correctly, you need to create a template that you would like to apply to documents that are going to be changing, is that right?
If so, you could create a normal template but instead of using it, you can create the envelope with the needed document and apply the template: Apply Templates to Documents
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
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