This article contains links to Create, Edit, Share and Use DocuSign Templates.
Note: Your access to templates is controlled by your user permissions, as defined by your DocuSign administrator. If you cannot create or edit, or even use templates, check with your administrator.
Create Templates
Creating a template is a lot like starting an envelope. You add files, recipients, messages, and signing fields, and you can add any of the standard supported file types to your template.
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Use merge fields to customize envelopes
Add files/document to template
Edit Templates
You can edit any template that you previously created and saved. If you have access to templates shared with you by other users, you may be able to edit these as well.
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Edit a DocuSign Template video
Share Templates
Sharing a template allows other users and user groups on your account to access and use it to send documents for signature. As long as you have template share permission on your DocuSign account, you can share any template you created, and you can modify sharing settings for any template shared with you.
Important: Your template permissions are set by your DocuSign administrator. You must have template permission set to share in order to share templates.
Two ways to share templates
There are two ways you can share your templates:
- Share a template directly with select users and groups.
- Share a template by adding it to a shared template folder.
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Share a template with a user or group
Share a template by adding it to a shared template folder
Remove a template from a shared folder
Share a DocuSign Template video
Use Templates
Do you send the same or similar documents, or send documents to the same group of people, over and over? Templates help streamline the sending process. You can use your saved templates to start a new envelope. Everything defined in the saved template is applied and added to the new envelope. You can use the template as is, or you can add additional files, modify signing fields, add recipients, and add and modify messages.
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How to use a template to create an envelope