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Hi all

Is there a way to create a recipient template that saves recipient details and signing order for a specific company?

We frequently send envelopes to the same company with the same recipients and signing order. It would save a lot of time if we could save this setup as a reusable template, so we don’t have to manually enter the same information each time.
What We’re Looking For:

  • Ability to predefine recipient names, emails, and signing order
  • Option to select this recipient template when sending new envelopes
  • Ideally, this would work independently or alongside existing document templates

Has anyone found a workaround or is this something DocuSign is planning to support?

Hello ​@Kenneth 

Thank you for reaching out here in Docusign Community.

Yes it is possible using templates. You may follow the steps provided in the link below on how to create a template.

How To Create a Template

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Marco | Docusign Community Moderator
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