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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.
Solved
How to customize a template
+1- Newcomer
Best answer by JohnSantos
You 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
+19- Guru
- Answer
You 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
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Hi
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Christopher | Docusign Community Moderator
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