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When sending a document that requires a witness, I have to add the signature box, the name and text boxes individually each time. Can I save a group of signing fields to add in a single click rather than each of the 4 boxes each time?

  • December 20, 2022
  • 1 reply
  • 32 views

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When sending a document that requires a witness, I have to add the signature box, the name and text boxes individually each time. Can I save a group of signing fields to add in a single click rather than each of the 4 boxes each time?

Best answer by Community Expert

Hi,

Thank you for reaching out here in the DocuSign Community. 

In this case, I would suggest creating a template with the envelope configuration that you are looking for.

You can find detailed steps on how to create a template, here:

How do I create a template in DocuSign?

Let us know if you need further assistance with this 

Best regards, 

Alejandro R. | DocuSign Community Moderator 

"Select as Best" below if you find the answer a valid solution to your issue! 

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  • Docusign Employee
  • 1935 replies
  • Answer
  • December 20, 2022

Hi,

Thank you for reaching out here in the DocuSign Community. 

In this case, I would suggest creating a template with the envelope configuration that you are looking for.

You can find detailed steps on how to create a template, here:

How do I create a template in DocuSign?

Let us know if you need further assistance with this 

Best regards, 

Alejandro R. | DocuSign Community Moderator 

"Select as Best" below if you find the answer a valid solution to your issue! 


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