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Legacy User
December 19, 2019
Solved

Is it possible to copy field placement in templates from one envelope to another?

  • December 19, 2019
  • 13 replies
  • 1259 views

We have a template for several different programs, but the templates are mostly the same except for a few fields (like program name, start date). All the other fields are the same. They have to be in separate envelopes because we only send one form to each signer, via a link from a PowerForm.

If there is a solution, I'd be so grateful to not have to add the same fields to multiple templates over and over again.

Thanks!

Best answer by Community Expert

Yes, I believe the best approach is as follows. I would create Template A, upload the document, add Recipients, add fields, Save. Copy Template A, then use "Replace" to swap documents but retain all the Recipients and DocuSign fields, then make adjustments of removing fields or adding new fields.

13 replies

Legacy User
May 13, 2020

Hi, great I can see that option, perfect. Now just need DocuSign to allow me to combine templates and I can get this form done, thanks again

Legacy User
May 13, 2020

it looks like your user permissions don't allow you to USE templates, which would also mean you can't create templates. Your account administrator would need to change your Permission Profile to grant you the rights to use and create (and maybe share) templates.

If you had the right permissions, when you are sending an envelope you would see the option to Upload a document or Use a Template:

Add Documents - Use Template

Legacy User
May 19, 2020

why we can't apply a template to another template directly?

My situations is

I created a template profile, had to create 39 copies and change the documents.

Later we needed to change the template a little, and it seems that the only way to apply the change is to recreate the 39 templates or create 39 envelopes both are very time consuming process. also not practical in the future with such number of templates.

I tried to use powershell to automate the process by downloading the Json template file, duplicate it, rename it and re-upload - didn't work as I expected as the name attribute is embedded as code in the json file, the template shows the name inside the Json when uploaded not the renamed file name.

this will be used by users who aren't very tech savvy so I need it as a template not envelope. I programmed some recipients to have an approval & audit process in place as well. when I save envelopes as templates I had to re-fill all recipients and advanced options settings.

I can use light scripting in powershell, Json editor & Java so any help with how to automate such process, or bulk duplicate a template with different document on docusign or using light scripting in power shell or python will be greatly appreciated and I guess many users will be looking at the same issue dilemma!