From the course: Learning DocuSign
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Use templates - DocuSign Tutorial
From the course: Learning DocuSign
Use templates
- [Instructor] Do you have some standard contracts that you need to send to lots of recipients? Instead of creating a new envelope for each person, you could set up a template, then use that as a starting point for each new recipient. I'm signed into my DocuSign account. And up at the top, I'll go to the Templates page. Now, if you've never made a template before, you could use one of the envelopes that you've sent in the past as a starting point. But let's make a new template and fill in all the details. So I'll click Create a Template. And much of this process is the same as setting up a normal envelope. First, you need to upload the document to be signed. So I have this stored on my computer. I'll choose Desktop, and then I'll find the document, click Open and give that a moment to upload. Go ahead and add multiple documents to the template envelope if you need to, then click Next. And now I will define my…
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