Back to Docusign.com
Early last year I set up various documents through the Envelope Templates section. How do I move/copy those template documents over to the new Documents Template section of the program without losing my fields and conditional rules?
Solved
Using the New Document Template Feature
+1- Newcomer
Best answer by Ma.Cubio
Hello
Thank you for reaching out, and welcome to the Docusign Community!
We love hearing how Docusign could be even more useful. While this isn’t available at the moment, the best place to share this kind of idea is on our Ideas board: Submit a feature request
That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features and where you can also vote on ideas from other members.
We appreciate your input and hope you’ll keep the ideas coming.
—
Ma. Cassandra | Docusign Community Moderator
If this helped, go ahead and click "Best Answer"!
- Community Moderator
- Answer
Hello
Thank you for reaching out, and welcome to the Docusign Community!
We love hearing how Docusign could be even more useful. While this isn’t available at the moment, the best place to share this kind of idea is on our Ideas board: Submit a feature request
That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features and where you can also vote on ideas from other members.
We appreciate your input and hope you’ll keep the ideas coming.
—
Ma. Cassandra | Docusign Community Moderator
If this helped, go ahead and click "Best Answer"!
- Community Moderator
Hello
How are you? I'm checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationDocusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.