Before you go over this article, I would recommend that you read the related guides:


For further reference on Docusign templating, refer to this link.


CREATING TEMPLATES

A new form may be introduced and will be used often, thus, a template needs to be created. Below is a guide on how to create a new template.


1. Once logged in to your DocuSign account, you will be directed to the Home Dashboard. From there, click on "Templates" and you will be routed to a different page. Click on "New" and choose "Create Template".


2. Input the Template Name and write a short Template description. Make it as beginner friendly as possible.


3. You will then be asked to Add documents. Reference to DocuSign 101 - Uploading New Document on how to upload the paperwork.


4. Once done, you have the option to set the signing order. This depends on who you want to sign and/or just received the completed paperwork. There are sections that you may want to utilize for a more organized way.

  • Signing Order - if you have multiple recipients, check this off and identify the order of each recipient. With this, the document will need to go through the 1st recipient before the next recipient will receive it.
  • Add Recipient - in relation to the Signing Order, if you wish to have multiple recipients, click "Add Recipient".
  • Action Item - this is what the recipient needs to do. If you click on the dropdown button, it will show three options:
    • Needs to Sign - the recipient needs to sign the document, otherwise, it won't be completed or received by the next recipient. 
    • In Person Signer - will enable a host (must be a DocuSign user) to have the signer with no DocuSign account sign using his account.
    • Receives a Copy - no action item needs to be done, the recipient will just receive a copy of the document, regardless if signed or unsigned.
  • Designated Role/Title - this will match the "Title" field in the "Standard Fields" (Refer to DocuSign 101 - DocuSign Templates Summary).


5. You will then be required to input the Email Subject. Common format is "Please DocuSign: <Template Name> -"


6. At the very bottom, you will also be asked for a "Frequency of Reminders", it is default to "every day" but you have the option to change it.


7. Click "Next" and start creating your template. 


8. Refer to DocuSign 101 - DocuSign Templates Summary for updating fields.


9. Once done, click "Save and Close"


10. You may also want to share the template to different folders. In doing so, click the dropdown, choose "Share to folders", and choose the folder you would want to share the template created.


UPDATING TEMPLATES


There are instances where we need to update existing templates in DocuSign. This is usually the case if we have an updated version and older versions are no longer in use. With this, we are going to update an existing template. For example purposes, let's say we have a new version of the Equipment Use Agreement. In order to do this, below is a step-by-step guide:


1. Once logged in to your DocuSign account, you will be directed to the Home Dashboard. From there, click on "Templates" and you will be routed to a different page. Click on "All Templates" and utilize the Search field to look for the existing template.


2. Click on the dropdown button beside Use and choose "Edit".


3. Replace the document by clicking the "X" option and upload the new version of the document. In uploading, either drag or browse the document manually. 


4. You will then be routed to populate the template. You may want to reference DocuSign 101 - DocuSign Templates Summary on the fields necessary and which should be required or read only.


5. Once done, click "Save and Close".