In DocuSign, there are multiple ready made templates available to use. These are already fields prepopulated for the user's convenience. Below are available pre-made templates to use:

  • Fiserv Merchant Processing Application Packet
    • Intakes
    • Merchant Processing Application
    • Confirmation Page
    • Release Form
    • PCI Compliance, and
    • Community Support Agreement for CD/PZ
  • Billing Forms (Stand-alone Forms, not in Packet)
    • ACH CC Auth Form
    • Finance Agreement
    • Equipment Use Agreement
    • Community Support Agreement
    • Fiserv Subscription Agreement & Contract Assignment
  • Other Stand-alone Forms
    • Bank Deposit Form
    • Menu Reprint Form
    • Clover Addendum


There are times where we need to have multiple forms signed and not included in the MPA Packet, so we need to manually add them. Below is a step-by-step guide on how to select multiple templates into a single DocuSign.


1. Once logged in to your DocuSign account, you will be directed to the Home Dashboard. From there, click on "Start" and choose "Send an Envelope".


2. You will then be routed to a different page. Click on "Upload" and select "Use a template".


3. The template section will pop up and you will be required to choose the needed templates. In order to do so, click on "All Templates" and utilize the search field. After finding the right template, click the check box. To add another template, utilize the search field again and click the check box. Once all needed templates are checked off, click on "Add Selected".


4. The templates will now then be shown. You have the option to rearrange the order of the documents. Just long press on the document and move it to the position you want it to be.


5. From there, you will be able to modify the recipients and now start prepopulating the DocuSign prior to sending to the signer.