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Legacy User
July 25, 2019
Solved

Is there a way to move a document from one template to another? I have essentially created two templates with multiple documents in each and would like to combine them into one template.

Is there a way to move a document from one template to another? I have essentially created two templates with multiple documents in each and would like to combine them into one template.
Docusign Employee
July 25, 2019

Here is what you can do, send both Templates together under the same envelope, then after that envelope completes go to the right side action menu of the envelope and choose the option "Save as Template". Basically this would now create a Template that combines the two.

1 reply

Docusign Employee
July 25, 2019

Here is what you can do, send both Templates together under the same envelope, then after that envelope completes go to the right side action menu of the envelope and choose the option "Save as Template". Basically this would now create a Template that combines the two.

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