Using the New Document Template Feature

Question

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?

Ma.Cubio · Accepted Answer

Hello ​@SDaytonThank you for reaching out, and welcome to the Docusign Community!We love hearing how Docusign could be even more useful. While thisisn’t available at the moment, the best place to share this kind of idea is on our Ideas board: Submit a feature requestThat’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 ModeratorIf this helped, go ahead and click "Best Answer"!

Ma.Cubio · Answer

Hello ​@SDaytonHow 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

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