Introducing… Document Templates!

Document templates have arrived! Document templates make it easy for you to centrally store, manage, and edit your organization’s baseline agreements that are used across your account. You can use a document template to quickly generate a document one off or use it in tandem with an envelope template to streamline the creation and sending for an entire use case.

You can create a document in a few different ways:

1. Agreement Template Builder (ATB): Use the web-based editor for DOCX files (from scratch or by uploading an existing file).
2. Word Template Assistant (WTA): Use the Word plug-in for advanced DOCX preparation and upload.
3. Classic Editor: Use for PDF files

Once a document template has been created, it can be included in an envelope template or used to generate a new document to include in an envelope, Workflow Builder (formerly Maestro) workflow, or agreement desk request!

If you need to edit a document template, it’s easy to do so from the Templates > Document Templates area. The change then updates anywhere where that document template is being used.

Docusign University has a ton of resources to help you get started with document templates and your agreement preparation process. See below:

-Get Started with Docusign Agreement Preparation Training

-Docusign Agreement Preparation Youtube Playlist 

-Document Templates Support Article

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Have you created a document template yet?