How to Create a Template in DocuSign

Quick summary

A DocuSign template lets you standardize recurring documents by predefining recipient roles and signature fields, so you can send the same document type repeatedly without rebuilding it each time. Once saved, the template is available in your Templates library for instant reuse across your organization.

Steps

1. Click on Templates in the top menu.
2. Select Create Template to start building a new 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 to review the document layout.
9. Review your document in the Preview mode to confirm all fields are placed correctly.
10. Click Save and Close to store your completed template.
11. Your template is now ready to reuse for future documents, streamlining the process of sending similar documents.