How to make a template default while using DocuSign for Salesforce

Hello,

This can be achieved by creating a URLFOR custom button in Salesforce and adding the DocuSign Template ID to the DocuSign Template ID parameter to the custom button.

Step 1: Create a custom button on Lead in Salesforce and associate the custom button with the following code: 

{!URLFOR('/apex/dsfs__DocuSign_CreateEnvelope', null, [sId = Lead(dot)Id, DST =

'Add your DocuSign Template ID'])}

Make sure to replace your DocuSign template Id from DocuSign in the DST parameter.

Step 2 : 

Add this custom button to the Lead layout which reps are using to Send envelopes to Lead.

Step 3 :

Instruct the reps to use this custom button so that when an envelope is created and edit envelope page is displayed, the template will be automatically pulled up in the Envelope.