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New Voice
March 3, 2024
Solved

how do I

  • March 3, 2024
  • 3 replies
  • 104 views

I'm a realtor, some documents need the clients initial on each page, (sometimes 4 clients).  How can I make a template to include all recipients initials, instead of dragging and dropping each one

 

Best answer by Michael.Rave

@alyo

This DocuSign Support Article illustrates How to create a template:
https://support.docusign.com/s/articles/How-do-I-create-a-template?language=en_US

3 replies

alyoNew VoiceAuthor
New Voice
March 3, 2024

i’m a realtor, some documents need the clients initial on each page, (sometimes 4 clients).  How can I make a template to include all recipients initials, instead of dragging and dropping each one

Michael.Rave
Docusign Employee
Docusign Employee
March 4, 2024

@alyo

This DocuSign Support Article illustrates How to create a template:
https://support.docusign.com/s/articles/How-do-I-create-a-template?language=en_US

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
Docusign Employee
March 18, 2024

Hi @alyo,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

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!