How to Create a Template in DocuSign
To create a template in DocuSign, follow these steps:
- Click on 'Templates' in the top menu.
- Select 'Create Template'.
- Fill in the template name and description.
- Click 'Upload' to add the document you want to use as a template.
- Define roles for the template and add recipients.
- Click 'Next' to enter the document editor.
- Drag and drop the necessary fields onto the document for each role.
- Click 'Preview'.
- You can now review your document after clicking 'Preview'.
- Once you're done, click Save and Close' to store your template.
- You can now use this template for future documents, streamlining the process of sending out similar documents.