I'm having trouble when I share a template with the signatures and text fields saving... so if one of my associates choose one of my templates and just sends it, there are no fields to fill in or places to sign???
Text and Signature Fields not saving to templates that are shared
Best answer by Community Expert
When you attempt to create an envelope from that template. You select "USE template" from either the template, Home, or Manage tab within DocuSign. Then you simply add a recipient name and email to your template role. If you delete the Role and create a new recipient then the fields saved in the template for that Role will also be deleted.
Hope this helps.
Update7/22: DocuSign University has self-paced courses to learn about templates (+PowerForms).
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