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Newcomer
Jul 7, 2024 7:30 AM UTC
Solved

Template set up

Hi, 

I finished uploading my templates, but I didn’t insert the signature tabs yet. How can I edit the docs and add the signature tabs?

Do I need to reload the documents in order to do so?

Vinicius.Rodrigues
Docusign Employee
Jul 8, 2024 3:42 PM UTC

Hi @mgaba !

If you’re the template owner (you created/uploaded) the template, you can access the template menu and edit it. Check how in this image below:

 

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

2 replies

Vinicius.Rodrigues
Docusign Employee
Docusign Employee
Jul 8, 2024 3:42 PM UTC

Hi @mgaba !

If you’re the template owner (you created/uploaded) the template, you can access the template menu and edit it. Check how in this image below:

 

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"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
Docusign Employee
Jul 22, 2024 7:24 PM UTC

Hello @mgaba ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


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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