+1I AM GOING TO SEND SAME FILLED FOR DIFFERENT CUSTOMERS, SO IT NEED TO BE SIGN, NAME, CHECK BOX.. THE SAME ALL THE TIME
ONCE I CREATE A TEMPLATE IS NOT SAVING ALL THE THINGS I ADDED LIKE DATE SIGNED SIGNATURE, FULL NAME, ITS ASKING ME TO PUT EVERYTHING ALL OVER AGAIN
WHAT AM I DOING WRONG?
Best answer by Alejandro.Ramos
Hi
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 am sorry to hear that you haven’t been able to save your template, but I will assist you in solving the issue.
To prevent this from reoccurring you will need to ensure that you have created your template in Templates>New>Create New Template. And, clicking on Save and Close, at the end of the template creation process, without pressing this button, the changes will not be saved.
Any user with Template permissions will be able to create templates.
You can find detailed instructions on how to create one here:
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
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 am sorry to hear that you haven’t been able to save your template, but I will assist you in solving the issue.
To prevent this from reoccurring you will need to ensure that you have created your template in Templates>New>Create New Template. And, clicking on Save and Close, at the end of the template creation process, without pressing this button, the changes will not be saved.
Any user with Template permissions will be able to create templates.
You can find detailed instructions on how to create one here:
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
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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