Hi @JARieber,
Welcome to the DocuSign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I understand that you are looking to create a template for a document that will be reused in the future, and I will share the details to set it up.
To help our customers automate recurring tasks, DocuSign eSignature offers the option to create templates of your most used documents and forms.
Any user with Template permissions will be able to create templates.
You can find detailed instructions on how to create a template, here:
To create a template
If you don’t see Templates in your menu tab, you’ll have to contact the DocuSign Admin at your company and ask that your User Profile be updated. If you don’t know who your admin is, please contact your IT department or your Help Desk.
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
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!