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
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
Hi
I hope you are doing well.
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Alejandro R. | DocuSign Community Moderator
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Yes! Thank you very much for this platform. I got the answer I needed
Hi
Thank you for following up.
I am glad to hear that
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!
Hello,
I am looking for this solution as well. Can you share the answer publically, or with me directly?
Hi
Thank you for sharing your issue.
The answer given by
@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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