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I had to make a new intake form.  The firm has questions for the person to whom I’m sending it to fill in.  I cannot locate the way to do this.  There used to be a side bar with a pencil for signatures and a way to put txt spaced in but I cannot find it

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!

 

Hi @JARieber,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

 

Otherwise, feel free to let me know and I will gladly help you address the situation 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!   

 

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