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Are you familiar with Docusign eSignature templates but looking to expand usage? Do you want to see how your industry peers create and tag commonly used templates? The Docusign University (DSU) Template Library gives you and your template builders the head start needed to build your template workflows and design an intuitive signing experience for your recipients.
🎓 Templates 101
Docusign eSignature Templates allow you to save and reuse repeatable information for every document and simply put a “placeholder” for the recipient. This way, all you have to do to share a document is add the approvers and press send. Check out this video to learn more about creating templates.
📚 The Template Library
The DSU Template library houses over 200 industry-related eSignature templates and Maestro sample configurations. Samples are available in six languages and include configurations for our Docusign Web Forms and Document Generation capabilities. The library also offers U.S. federal and state-specific samples, making it easy for our public sector customers to send live documents to customers, often within 24 hours.
🧠 How to Leverage the Template Library Samples
The goal of the library is to show our eSignature and Maestro workflow builders how product and industry experts create intelligent documents and workflows. This allows you to execute your ideas on how specific forms in your business could be designed. For example, the “Purchase Order” eSignature sample features data fields with number validations and formula fields, automating the tallying of items and eliminating errors on the final copy of the purchase order. Many samples also include a second recipient defaulted to “CC” or “Receives a copy,” so you consider who / which department might also need to receive a copy of the completed document, thus helping you think about all aspects of your workflow.
🧰 Additional Resources
Whether you’re a template novice or an expert, the following DSU learning and enablement content paired with the Template Library is available to enhance your template acumen.
- Docusign eSignature: Template Creation Basics Webinar
- Building Advanced Templates best-practice guide series
- Earn a badge: Docusign eSignature Template Specialist
- Deep-Dive Course: Docusign eSignature: Working with Templates
Learn more about the Library’s “Special Collections” samples:
🤝 Share Your Experience
Help other Community members by sharing your knowledge. How have you leveraged the Template Library? Are there commonly used documents you’d like to see featured as a template sample? Add your requests to the comments below.