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Hate repetitive work? Join the Document Templates beta

  • January 10, 2025
  • 5 replies
  • 371 views
leah.breen
Community Admin
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We're thrilled to announce the beta program for Document Templates, a new experience designed to streamline how you create and manage documents within Docusign and IAM.

What are Document Templates?
Document Templates provide a centralized repository to create and manage documents used within Docusign and IAM, saving time and ensuring compliance. 

Key highlights:
✅ Simplify document management: Create reusable templates for frequently used documents, so you never have to start from scratch again.
✅ Centralized updates: Update boilerplate language in one place and have those updates reflected across all documents using that template.
✅ Enhanced visibility: Easily identify which eSignature envelope templates include the same document for seamless updates.

Want Early Access?
Join the beta program for a chance to experience Document Templates before the official release and share your feedback directly with our Product team.

👇 Comment below with any questions!

 

Leah Breen

    5 replies

    Scott.Nieman
    Troubleshooter
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    • Scott.NiemanTroubleshooter
    • Troubleshooter
    • October 1, 2025

    Is this in production?   We are seeing this in the demo accounts.

    The ATB in Word defaulted to document template. 

    Where is the API documentation for document template?  I tried the template endpoints, and clearly with a new property documentTemplateId, the existing GET /templates/{templateId} fails to locate the document template.

    {{baseUrl}}/v2.1/accounts/{{accountId}}/templates/{{templateId}}

      J
      Community Moderator
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      • Jenny.MartinCommunity Moderator
      • Community Moderator
      • October 9, 2025

      Hello ​@Scott.Nieman,

      Thanks for reaching out to the Docusign Community!

      Yes, the Document Templates feature is available in production for all IAM plans. Currently, this feature is not supported in the eSign REST API. However, we are planning to introduce a performant Agreement Preparation API next year, which will enable standalone generation as well as gen and send capabilities.

       

      Best Regards,

      Jenny | Docusign Community Moderator

      Jenn.Park
      Docusign Employee
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      • Jenn.ParkDocusign Employee
      • Docusign Employee
      • October 22, 2025

      Hi ​@Scott.Nieman , do you mind elaborating on what your use case is? Appreciate your interest in Document Templates!

        M
        New Voice
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        • m.jalalNew Voice
        • New Voice
        • January 6, 2026

        Hi,

        Document template is an amazing addition as it will allow sender to fill the information before document goes to the signer. i have some banking templates where i need to populate information before the document goes out for signing. not sure why document template is limiting me to use the default fields only. i should be able to create fields based on templates that i want sender to fill. also, unable to format the default fields?

          Jenn.Park
          Docusign Employee
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          • Jenn.ParkDocusign Employee
          • Docusign Employee
          • January 6, 2026

          Hi ​@m.jalal I just sent you a private message. Pls check your inbox!

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