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New Voice
Mar 3, 2024 6:08 AM UTC
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how do I

I'm a realtor, some documents need the clients initial on each page, (sometimes 4 clients).  How can I make a template to include all recipients initials, instead of dragging and dropping each one

 

Michael.Rave
Docusign Employee
Mar 4, 2024 7:41 AM UTC

@alyo

This DocuSign Support Article illustrates How to create a template:
https://support.docusign.com/s/articles/How-do-I-create-a-template?language=en_US

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

3 replies

alyoNew VoiceAuthor
New Voice
Mar 3, 2024 6:06 AM UTC

i’m a realtor, some documents need the clients initial on each page, (sometimes 4 clients).  How can I make a template to include all recipients initials, instead of dragging and dropping each one

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Michael.Rave
Docusign Employee
Docusign Employee
Mar 4, 2024 7:41 AM UTC

@alyo

This DocuSign Support Article illustrates How to create a template:
https://support.docusign.com/s/articles/How-do-I-create-a-template?language=en_US

Translate
"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
Docusign Employee
Mar 18, 2024 7:01 PM UTC

Hi @alyo,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | DocuSign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

 

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