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DocuSign: Overview for Form Masters

Learn how the Form Master role manages templates and DocuSign PowerForms.

Form Master Role at UC San Diego

UC San Diego is using DocuSign to streamline and improve digital signatures and transactions. We are providing limited access in the form of strict user roles; those of Form Master, Sender, and Recipient.

Form Masters have the highest level of responsibility in developing and managing templates.

Responsibilities:

Templates

A template is simply a repeatable workflow and set of rules. A template is like a framework that sits on top of (overlays) a base document (form). The content of the base documents can be changed or replaced, but the template can remain the same. Only Form Masters can create templates in the UCSD implementation

One of the major differences between templates and envelopes is that templates include recipient roles rather than specific recipients. These roles are simply placeholders for the eventual recipients of an envelope. It is best practice to create every possible role in the template, as it is easier to remove roles on the fly (as a sender) than to add them to the template.

DocuSign PowerForms work with Templates to allow you to create transactions that do not require you to send documents from within DocuSign.

Resources