Saving Template with fields

Forum|Forum|8 years ago
July 31, 2018
1 reply
101 views

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.

eSignature

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.

C

Community Expert

Answer

Docusign Employee

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.

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.