Upload Doc for Template

For some reason I cannot upload a new document to be used as a template… I have tried to upload in just about every format compatible and it doesn’t even give me the option to click on it … the only one that would even let me click on it was the .XML and then it gave me an error message….

HELP

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@fsutanya Could you provide some extra details on the steps you are performing? Are you going to Template > Create Template? I am worried you may be going to Template >Upload Template which is the method of transferring a Template from one account to another an uses either a ZIP or a JSON file which is not the same as how a New Template is created using something like a PDF or DOCX file.

Hi @fsutanya,

I hope you are doing well.

I would like to confirm if you need further assistance with this, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | DocuSign Community Moderator

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