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I’m trying to include information in a template that I already know before sending it to the person I want to have sign it.  I’m not sure how to do this.  

Hello, @kblakemo 

 

Everything you need about templates is on this short training video from DocuSign University:

Create and Manage Templates

 

That will solve your questions.

If you like this answer, please Mark as the “Best Answer”.

Thank you,

Alexandre

Hi @kblakemo,

 

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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