Hi everyone,
I am trying to find out if DocuSign supports applying a template to multiple documents in bulk. At the moment, I have to go into the options of each document individually and apply the template one by one, which is very time-consuming.
Is there a way to apply a template to several documents at once, or any workflow/tool that can help streamline this process?
Thanks in advance!
Best answer by Melanie.Panguito
Hi
A warm welcome to the Docusign Community—we're grateful for your question and happy to share our knowledge!
Are you using the regular DocuSign Website (www.docusign.com) or an Integration to generate/send documents? If you're using the regular website, do I understand that you upload a document, apply a template, and repeat these steps for each document individually? If yes, applying a template for multiple documents at once is not currently supported. We recommend sharing this as a product suggestion in our Ideas portal to help shape future improvements 👉 Submit a feature request.
If there is any part I did not capture or misunderstood, please feel free to provide more details about the specific steps you take when applying templates to facilitate a better understanding.
Here if you need us!
Sincerely,
Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"
Hi
A warm welcome to the Docusign Community—we're grateful for your question and happy to share our knowledge!
Are you using the regular DocuSign Website (www.docusign.com) or an Integration to generate/send documents? If you're using the regular website, do I understand that you upload a document, apply a template, and repeat these steps for each document individually? If yes, applying a template for multiple documents at once is not currently supported. We recommend sharing this as a product suggestion in our Ideas portal to help shape future improvements 👉 Submit a feature request.
If there is any part I did not capture or misunderstood, please feel free to provide more details about the specific steps you take when applying templates to facilitate a better understanding.
Here if you need us!
Sincerely,
Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"
Hi Melanie,
Thank you for your helpful response! I’ve submitted this as a feature request in the Ideas portal as you suggested.
Really appreciate your guidance.
PMA
Hi
If you feel like my response has helped you or pointed you in the right direction, we hope you can consider marking it as "Best Answer" ✅, to help other community members find trusted answers and follow similar steps.
Remember, if anything else comes up—we’re here for you.
Sincerely,
Melanie | Docusign Community Moderator
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