How to use and create this new feature workflow templates?

Hello,

Can you please guide on how to create this workflow templates, along with that how to use them.

I know there is setup guidelines, but I am unable to understand them, on how to use them.

Please guide on how to create them.

Regards,

Ipshita

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Hi @Moon16 !

I apologize if I didn't quite understand your request. Are you referring to Maestro Workflow Templates (Docusign IAM functionality)?
If so, I found a video where we cover this exact topic: Docusign Maestro: How to Use Workflow Templates

In addition, Docusign University offers a free webinar (live or recorded, whichever you prefer) on Docusign Maestro, where we demonstrate how to create your workflow. Please access: https://dsucustomers.docusign.com/page/all-courses?q=maestro#content-types_webinar,languages_english,topics_iam

Please, let me know if I was able to help you with this question. If so, could you please select click on the "Select as Best" option? Thank you!

Hello @Moon16,

I hope you are doing well. I want to confirm if you need further assistance. Feel free to let me know, and I will gladly help you address the situation as soon as possible.

Best,

Jenny | Docusign Community Moderator

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