Templates are an excellent way to further streamline business processes and save even more time. Once a tagging template is created, it will automatically populate a document with the same tags in the same locations. This is particularly useful when sending the same heavily tagged documents to many different recipients.
Here is how to create a template in DocuSign. Under the “Create” menu, select “Template.”
Give the template a name, a description, and select whom to share the template with. Next, upload a document to create a template.
Under “Recipients and Routing,” designate the recipient roles. This is a little different from designating recipients when creating an envelope. Because the document will be sent to many different recipients, it is only necessary to indicate a role. The specific email address will be filled in later.
Click “Next” to move on to tagging the template. Notice that the recipients are not mentioned, but their roles are. The email addresses will be filled in when sending an envelope using the template.
Tag the document by dragging and dropping signature and other fields onto the document in their appropriate places. It works exactly the same as tagging a document for an envelope.
Click “Save,” and the template will be saved under “My Templates.”
When the document that the template was made from is uploaded, the system will automatically recognize it and match the template to it.
Select the template and fill in the email address of the recipient.
Click “Next.” The document will already be populated with tags from the template.
For commonly used documents with tens or even hundreds of fields, templates are invaluable. They can save hours when sending the same document to many different users. Happy DocuSigning!