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A
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I'm a realtor, some documents need the clients initial on each page, (sometimes 4 clients).  How can I make a template to include all recipients initials, instead of dragging and dropping each one

 

Best answer by mrave

@alyo

This DocuSign Support Article illustrates How to create a template:
https://support.docusign.com/s/articles/How-do-I-create-a-template?language=en_US

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A
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  • alyoNewcomer
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  • March 3, 2024

i’m a realtor, some documents need the clients initial on each page, (sometimes 4 clients).  How can I make a template to include all recipients initials, instead of dragging and dropping each one

Michael.Rave
Docusign Employee
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  • Michael.RaveDocusign Employee
  • Docusign Employee
  • 929 replies
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  • March 4, 2024

@alyo

This DocuSign Support Article illustrates How to create a template:
https://support.docusign.com/s/articles/How-do-I-create-a-template?language=en_US

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
A
Community Moderator
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Hi @alyo,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

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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