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Merging Templates

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I need to add a form to a current template or basically merge 2 templates if possible. Can anyone explain to me how do do that?

It is so hard not being able to call for help. So I would appreciate feedback. Thank you in advance 🙂

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Alejandro.RamosAnswer

Docusign Employee

Hi @SandieGipson,

Thank you for following up.

I am glad to hear that @David.Schmitz helped you solve your issue. We would appreciate it if you could consider selecting a comment as the "Best Answer", this helps other users find the solution to this issue in the future.

And, please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible.

Best regards,

Alejandro R. | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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David.Schmitz

Hero

@SandieGipson Yes, Templates can be merged but it requires a specific set of steps and is not a specific feature within DocuSign. Basically with the two Templates that have been created, select Use on one of those Templates. Then in the envelope creation screen, select the Upload dropdown and select “Use a Template”, fix the Recipients to what you need as the separate sets of Recipients may overlap. Once the Recipients are set and fields have been validated, Send. After sending locate the envelope under Sent and to the right dropdown select “Save As Template”. This new Template is a merger beteen the two Templates used in the single envelope.

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Alejandro.Ramos

Docusign Employee

Hi @SandieGipson,

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?

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,

Alejandro R. | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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SandieGipson

Author

New Voice

Yes! Thank you very much for this platform. I got the answer I needed

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Alejandro.Ramos

Answer

Docusign Employee

Hi @SandieGipson,

Thank you for following up.

I am glad to hear that @David.Schmitz helped you solve your issue. We would appreciate it if you could consider selecting a comment as the "Best Answer", this helps other users find the solution to this issue in the future.

And, please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible.

Best regards,

Alejandro R. | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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MFF

Newcomer

Hello,

I am looking for this solution as well. Can you share the answer publically, or with me directly?

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Alejandro.Ramos

Docusign Employee

Hi @MFF,

Thank you for sharing your issue.

The answer given by @David.Schmitz is the only available option to merge templates in eSignature.

@SandieGipson Yes, Templates can be merged but it requires a specific set of steps and is not a specific feature within DocuSign. Basically with the two Templates that have been created, select Use on one of those Templates. Then in the envelope creation screen, select the Upload dropdown and select “Use a Template”, fix the Recipients to what you need as the separate sets of Recipients may overlap. Once the Recipients are set and fields have been validated, Send. After sending locate the envelope under Sent and to the right dropdown select “Save As Template”. This new Template is a merger beteen the two Templates used in the single envelope.

As always, don't hesitate to let me know if I can help with anything else in the meantime and I will lend a hand as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

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Cam W

Newcomer

@SandieGipson Yes, Templates can be merged but it requires a specific set of steps and is not a specific feature within DocuSign. Basically with the two Templates that have been created, select Use on one of those Templates. Then in the envelope creation screen, select the Upload dropdown and select “Use a Template”, fix the Recipients to what you need as the separate sets of Recipients may overlap. Once the Recipients are set and fields have been validated, Send. After sending locate the envelope under Sent and to the right dropdown select “Save As Template”. This new Template is a merger beteen the two Templates used in the single envelope.

I’ve found that if you use this method, and then save as a draft, you can merge templates without sending anything.
Saving your envelope count so you do not get charged ^_^

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