DocuSign: Create Templates
Last Updated: September 1, 2017 11:46:39 AM PDT
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Find out how to create a new template in DocuSign.
- Start a New Template. From the Templates page, click New Template
- The Create a Template view appears where you can add files, recipient roles, and messaging.
- Enter a name and description for your template.
- To upload one or more files to the template from your local machine or from one of your authorized cloud storage providers, follow the regular procedure described in Add Files.
- To add recipient roles, do the following:
- Define the role for the recipient in the Role field. The role helps template users understand whom to enter as the recipient, when they use the template to send a document. Example: Applicant
Note: Enter a unique Role to represent each individual who must sign your document. Example: Applicant 1; Applicant 2. You can use the signing order option if you need to route the document to the same role more than once. - Select the signing action for the placeholder role. Example: Needs to Sign
- To add additional recipient roles, click ADD RECIPIENT and repeat steps a-b.
- Define the role for the recipient in the Role field. The role helps template users understand whom to enter as the recipient, when they use the template to send a document. Example: Applicant
- To add named recipients, do the following:
- Enter the person's email address and name.
- Select the signing action for the recipient.
- (Optional) Enter a role for the recipient. The role entry is optional and is useful to define why the person is signing the document. Example: Sales Approval
- To add additional named recipients, click ADD RECIPIENT and repeat steps a-c.
- (Optional) To set a routing order for your document or add an authentication method, follow the regular procedure described in Add Recipients.
- To define a standard message for your template, or to add private messages for individual recipients, follow the regular procedure described in Add Messages.
- (Optional) to set advanced options, such as reminder and expiration schedules, or to add a password to protect your template from being modified, click the Edit link next to the Advanced Options details. See Set Advanced Document Options for more information.
- To save your template without adding fields, click Other Actions and select SAVE AND CLOSE.
- To set the signing fields for your document, click NEXT.
- To add signing fields for each of your template recipients, follow the regular procedure described in Add Fields to Documents.
- To finish your template, click SAVE AND CLOSE.
Contact DocuSign@ucsd.edu with questions.