Ask the Expert: Building Templates

Join Docusign expert and consultant Sofian Saoudi in the Community every Wednesday at 9 AM PT/12 PM ET for real-time Docusign support. This open forum is your space to ask questions, share screens for troubleshooting, and gain valuable insights on all things Docusign. Whether you're looking for expert advice or just want to be a fly on the wall, you’ll find a dedicated space for learning and problem-solving.

Event Recording and Recap 

"Everything starts with the template. In 95% of cases, automation of the creation, sending, tracking, signing, and storing of documents is not possible without using a template." - Sofian Saoudi

In this session, Docusign template expert Sofian Saoudi highlighted the role of templates in streamlining workflows and achieving full automation.

Key takeaways:

• Importance of Templates: Templates are the starting point for effective workflow automation.

• Manual Workflow Challenges: Without templates, creating, uploading, configuring, and customizing documents are highly time-consuming tasks.

• Automation Advantage: Templates allow for much of the workflow to be automated by including recipients, fields, documents, and envelope settings.

• System Integration: Integrating templates into systems like CRMs and ERPs enables full automation of document processes.

• Ultimate Goal: Embedding templates into daily applications ensures seamless automation of creating, sending, tracking, signing, and storing documents.

Sofian underscored that everything starts with the template, making it the foundation for efficient and effective document management.

To attend more office hours with Sofian Saoudi, check out the Events page.