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I'm trying to upload the W9 template json file and found this support video https://support.docusign.com/knowledgemarket/video/Using-the-Knowledge-Template-Library but it doesn't match what I'm seeing on the screen & I can't find a way to upload a json file anywhere. Newbie here, help very much appreciated. I have to send a lot of W9s to contractors. Thank you!
Solved
W9- how to upload the json file to use the template?
- Legacy User
Best answer by Community Expert
Hello,
Thank you for reaching back.
Can you have your account admin check if the setting is enabled under:
- Settings
- Sending Settings
- Confirm that the option "Enable template upload" is checked: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=edh1583277351016.html&_LANG=enus
Let us know if you need further assistance with this.
Best regards,
Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
- Legacy User
Hello,
Thank you for reaching out here in the DocuSign Community.
What options are you seeing when going to:
- Templates
- New
Do you have the option to upload a template?: https://support.docusign.com/s/document-item?bundleId=xry1643227563338&topicId=xoq1578456627577.html&_LANG=enus
Let us know if you need further assistance with this.
Best regards,
Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
- Legacy User
Hi!
I do not have that option. All it offers is for me to create template which doesn't work at all with the json file.
Thanks for your help. How do I make it have the option to upload?
[image: Screen Shot 2023-05-29 at 1.50.42 PM.png]
- Docusign Employee
- Answer
Hello,
Thank you for reaching back.
Can you have your account admin check if the setting is enabled under:
- Settings
- Sending Settings
- Confirm that the option "Enable template upload" is checked: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=edh1583277351016.html&_LANG=enus
Let us know if you need further assistance with this.
Best regards,
Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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