I have an existing template to which I have added a new form with numerous fields. I would like to just copy this new form from the template I’ve already added it to and paste it into another already existing template. This would be much easier than recreating the form and all the fields. Is there a way to do this? I’ve tried everything I can think of.
Best answer by David.Schmitz
View OriginalThe best option I can offer is to send a new envelope using Template A, then apply Template B to that same envelope, adjusting the possible Recipient overlap. Once sent then go to that envelope and select “Save as Template” from the right side dropdown. This creates a new Template C that would have the documents, fields, etc from Template A and Template B.
There is no direct copy of a document that can be done from Template A to Template B that I am aware of as a product feature.
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I want to copy a document from the completed document and create the same for a new person
Hi
I hope you are doing well.
I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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