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W9- how to upload the json file to use the template?

C
Docusign Employee
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I'm trying to upload the W9 template json file and found this support video https://support.docusign.com/knowledgemarket/video/Using-the-Knowledge-Template-Library but it doesn't match what I'm seeing on the screen & I can't find a way to upload a json file anywhere. Newbie here, help very much appreciated. I have to send a lot of W9s to contractors. Thank you!

Best answer by Community Expert

Hello,

Thank you for reaching back.

Can you have your account admin check if the setting is enabled under:

  1. Settings
  2. Sending Settings
  3. Confirm that the option "Enable template upload" is checked: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=edh1583277351016.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

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5 replies

C
Docusign Employee
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Hello,

Thank you for reaching out here in the DocuSign Community.

What options are you seeing when going to:

  1. Templates
  2. New

Do you have the option to upload a template?: https://support.docusign.com/s/document-item?bundleId=xry1643227563338&topicId=xoq1578456627577.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

C
Docusign Employee
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Hi! I do not have that option. All it offers is for me to create template which doesn't work at all with the json file. Thanks for your help. How do I make it have the option to upload? [image: Screen Shot 2023-05-29 at 1.50.42 PM.png]
C
Docusign Employee
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screenshot of the only option I have "create template"

C
Docusign Employee
Forum|alt.badge.img

Hello,

Thank you for reaching back.

Can you have your account admin check if the setting is enabled under:

  1. Settings
  2. Sending Settings
  3. Confirm that the option "Enable template upload" is checked: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=edh1583277351016.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

C
Docusign Employee
Forum|alt.badge.img

Thank you thank you thank you!!!!!! Yes!!!!

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