Need to step up your Docusign Template game? Try using some of our template management actions. Once a template has been created, you can:

• Edit - You can edit any aspect of your template. Try using the “Replace” action for your template document if it needs to be substituted for a new version. All the fields will be retained when the document is replaced.
• Copy - A template can be copied if you are creating something similar. No need to recreate from scratch!
• Download - Downloading your templates to your local computer creates an exported template file. You can then upload that template file into Docusign. Usually this is used to move templates from one Docusign account to another.
• Share - Templates can be shared with other users on your account. Sharing a template ensures a consistent sending experience no matter who creates and sends the envelope. Templates can be shared with users in two different ways:
  • Share a template with users directly - Select the users or groups you want to share the individual template with. The template will appear in their “Shared with Me” folder on the Templates page.
  • Share a template with users via shared folder - Create a shared folder and add the templates of your choosing to it. You can then share the entire folder with the users or groups of your choosing.
  • Note: You must have “Share” permissions for Templates with your Permission Profile in order to share templates with others.
• Create Powerform - Transform your template into a self-service form. You’ll be given a URL that you can distribute externally (send via email or post on an external site). Recipients can click on that URL to initiate the signing of an envelope created from your template.
  • Note: You must have Powerform Administrator permissions with your Permission Profile in order to create Powerforms.

Additional Resources

• Template Creation Basics Webinar
• Eliminate Manual Tasks with Docusign eSignature Webinar
• Docusign eSignature Working with Templates Deep Dive
• Create and Manage eSignature Templates

Continue the Conversation

Are you currently using any of these template management actions?