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Saving Template with fields

  • July 31, 2018
  • 1 reply
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C
Docusign Employee
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Is it possible to save a template with the fields? (such as signature placement, textboxes, etc). It's very time consuming to have to add all the required fields to my contracts every single time. 

Best answer by Community Expert

Yes!  If you've already sent an envelope with the tags the way you like them, you can choose the Save as Template option.  Then, from the TEMPLATES tab, you can select the USE button next to this template to generate a new envelope with all of the documents, recipients (or recipient placeholders), and tags from your template.  If you want to create one from scratch, you can go to the TEMPLATES tab, select NEW, then select Create Template.  

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C
Docusign Employee
Forum|alt.badge.img

Yes!  If you've already sent an envelope with the tags the way you like them, you can choose the Save as Template option.  Then, from the TEMPLATES tab, you can select the USE button next to this template to generate a new envelope with all of the documents, recipients (or recipient placeholders), and tags from your template.  If you want to create one from scratch, you can go to the TEMPLATES tab, select NEW, then select Create Template.  

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