Hello @fback ,

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
"Select as Best" below if you find the answer a valid solution to your issue!

Hello there!

Sorry to jump in on this one, but I think that @fback was asking a slightly different question; one that I also need to get answered.

So I have a bunch of individual document templates and what I need is to pull these together in different ways to create further templates, e.g. I will need to use templates 1, 2 and 3 to create template n and then need templates 2, 3 and 4 to create template x. Currrently, I cannot pull these original tempates into another template and need to resort to pulling in the original documents and rectreating all of the fields every time. 

What I need is the matching that is used when building envelopes to also recognise a template when it is being pulled into another template. 

I hope that is clear.

Thanks

N

Hello @NellyT ,

Welcome to the Docusign Community and thank you for posting your concerns!

I see, thank you for clarifying, a way you can do this is to create an envelope with the needed templates but instead of sending it you save it in Drafts, once in Drafts it will give you an option to convert to a template.

I hope that helps!

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello @nathaly.monge!

Thank you for the kind welcome and also for the advice. This has worked :-)

It’s a good way to achieve what I need but still feels like a bit of a workaround. It would be cool to be able to combine Templates more easily in the Template area itself. That said, this will save me a lot of time in future, so I am super grateful.

Have a great day!

Neil

Hello @NellyT ,

Thank you for reaching back.

I’m glad to hear that it worked! I understand your point of view, we invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

On a different note, if you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!