I have a Signature Request template page created. I want to amend documents to that template and add needed signature request, text boxes, dates to the newly added document. Is that possible? Thx Paul
Template Question

Best answer by David.Schmitz
Basically I would categorize Template into Static and Dynamic (overlay). With static Template you add a specific document and set of Recipients and set of fields and that is “Used” over and over to create the same envelope experience. Dynamic are more applied based on need and different dynamic Templates can be applied based on the length or possibly the number of Recipients. So perhaps sometimes you document is 5 pages and sometimes 10 and may vary in number of Recipients. You can create several Templates as dynamic overlays so you can apply the right one based on the the situation and requirements.
In your case I would create a standard Template that has all the basics that must be present with each envelope and then create other Templates that can be added or applied over documents that might need to be added based on the situation.
Reply
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.