Hi @anc,

Thank you for reaching out to the Docusign Community. 

To help our customers automate recurring tasks, DocuSign eSignature offers the option to create templates of your most used documents and forms. Any user with Template permissions will be able to create templates. You can find detailed instructions on how to create one here: 

To create a template

If you don’t see Templates in your menu tab, you’ll have to contact the DocuSign Admin at your company and ask that your User Profile be updated. If you don’t know who your admin is, please contact your IT department or your Help Desk.

Feel free to let us know if you need further assistance with this. 

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!

​Hi @anc,

I hope you are doing well.

I would like to confirm if the suggested solution answers your question?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, 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!