How to Create a Template in DocuSign

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To create a template in DocuSign, follow these steps:

1. Click on 'Templates' in the top menu.
2. Select 'Create Template'.
3. Fill in the template name and description.
4. Click 'Upload' to add the document you want to use as a template.
5. Define roles for the template and add recipients.
6. Click 'Next' to enter the document editor.
7. Drag and drop the necessary fields onto the document for each role.
8. Click 'Preview'.
9. You can now review your document after clicking 'Preview'.
10. Once you're done, click Save and Close' to store your template.
11. You can now use this template for future documents, streamlining the process of sending out similar documents.