Did you know that Document Templates can allow organizations to generate and manage their documents from right within Docusign so those documents are always up-to-date when shared from your Docusign account?

Many organizations have someone in charge of keeping the text of their agreements up to date.  When that person makes a change, that new document then needs to be uploaded throughout every single envelope template where that document currently resides to ensure users are sending the most updated agreement out for signature.

With Document Templates, that user can make the change on the document within Docusign, and that change will automatically propagate throughout all linked envelope templates within your Docusign account.  No more keeping a list of templates where this document exists, no more manually updating each template one by one with the new document. 

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Key Takeaways:

• Create documents directly in your account and share them with your envelope templates.
• Make changes to a document once and all envelope templates containing that document will be updated automatically

Additional Resources:

• Learn more about the benefits of Agreement Preparation in the free live training available on Docusign University
• A video playlist about Agreement Prep