How to add Standard Fields to a Template Document? Right now we drag over every time we send out.

Forum|Forum|7 years ago
January 7, 2019
6 replies
132 views

When trying to edit or add Standard Fields now to the Template Document, we can see the Standard Field but they are faint and seem unavailable to drag to the document.

eSignature

Best answer by Community Expert

Yes, you can create what is called a Template. Templates are a way of basically saving time through the use of the same document, Recipients, email subject/body, and field placement.

Here is a DocuSign article on creating Templates...https://support.docusign.com/en/guides/ndse-user-guide-create-templates

The article stipulates that creating Templates is dependent on Permissions granted to your User so you may need to involve your DocuSign Admin to make sure you have permissions to perform the actions in the article

C

Community Member

Legacy User

Are you the Sender of this envelope with the associated document or are you a Recipient?

C

Community Member

Legacy User

Hi,

We are the sender of the envelope.

C

Community Member

Legacy User

So when you are adding or attempting to add these standard fields, is this during a Correction of the envelope, or just prior to Sending? Also could you add a screenshot of what you see in regards to these tags/fields? It might help in providing more information.

C

Community Member

Legacy User

thank you for your reply. It is prior to sending. So the message is good but for the document we attach we have to add the fields every time we send. Another way to ask is, can we save a document with the fields already loaded so we don't to redo it every time. Here is the screen shot.

C

Community Expert

Answer

Docusign Employee

Yes, you can create what is called a Template. Templates are a way of basically saving time through the use of the same document, Recipients, email subject/body, and field placement.

Here is a DocuSign article on creating Templates...https://support.docusign.com/en/guides/ndse-user-guide-create-templates

The article stipulates that creating Templates is dependent on Permissions granted to your User so you may need to involve your DocuSign Admin to make sure you have permissions to perform the actions in the article

C

Community Member

Legacy User

Hi thanks for your help.

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