I need to send the same document to different companies for signature.
I created a template that has my signature in it already, so I don't have to sign multiple times.
I now need to send it to these companies. I click on the template, add all fields, add the recipients from each company but there's no 'SEND' button. The last step is 'save and close'.
Where do I go to send them? Also, will this send it to them separately?
Hi
If you have already created the template then all you need to do is then Send this.
You can do this from the main menu screen click Start then Use a Template and enter the details then Send or from the Manage Page click New and Use a Template
Regards
Robert
Check out my bio for contact details.
I think my access is limited somehow then, I don't have a start link :(
and when you look at the templates do you not get a dropdown that would say USE on the far right hand side.
Robert
Hello,
Thank you for reaching out here in the DocuSign Community and thank you, Robert, for your kind assistance.
If you don’t have the option to send an envelope, it could be due to several reasons:
• The DocuSign Admin at your company neglected to add the permission to send documents to your User Profile. If that’s the case, you’ll need to contact the DocuSign Admin to get your user permissions updated.
• You’re logged into the wrong account. Please confirm that you are logging into the correct account with the proper email address and password.
• Some accounts are configured for users to utilize templates to send envelopes. If that’s the case, you will need to contact the DocuSign Admin at your company to review your User Profile settings.
Let us know if you need further assistance with this.
Best regards,
Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
sounds like it. I'll ask our acc admin
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