How to customize a template

Question

New user/administrator.  Have uploaded a .docx gile to use as a template.  Can’t figure out how to insert custom fields into that template.  Want to insert dates, fees, signature fields.  Will then send template to recipients one at a time in different envelopes.  Each envelope will be an agreement with different dates, fees, recipients, etc.

JohnSantos · Accepted Answer

@LdozeYou can watch this video that explains how to create a template in DocuSign.Create a Template | eSignature (docusign.com)Also, there is a lot of good information here on how to get started with DocuSign.Get Started with Docusign eSignature: Video Series

Christopher.Alpizar · Answer

Hi @Ldoze,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 or if the information that was provided was useful.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,Christopher | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue.

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