Templates allow you to create a standard document with any of the supported file types, with set recipients and recipient roles, and signing fields. A template can include multiple files and can be sent to one or more recipients, using a signing order or not, as desired. Templates can also contain the signing instructions for the document.
, docu Sign offers pre-built templates for most common contracts and forms.
, docu Sign emails a link to each recipient which they can use to access the document. Once the document is complete, it’s stored securely for easy retrieval. Drag and drop Docu. Sign fields to indicate where you need a signature, initial, or date. You can also add standard or custom fields for signers to fill in.
What happens if I have multiple templates in DocuSign?
When using multiple templates, Docu. Sign assumes that different Role Names or different Routing Orders mean different signers, and the roles will not be merged if the Role Names or the Routing Orders are different. Note: A role’s Action must also match, but the Identify requirements do not have to match.
What is DocuSign’s signing process?
, docu Sign maintains a complete, automated history of every activity, including viewing, printing, sending, signing, or declining to sign a document. Every signed Docu. Sign document comes with a certificate of completion that provides proof of the signing process to all parties of the transaction.
This is what we learned. 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. Your template is saved and ready to use. Was this content helpful? Still need help?, docu Sign customers ask and answer questions for each other.
How do I automate document logic in DocuSign?
Automate document logic with Docu. Sign’s advanced form and field validation capabilities. Use Conditional Fields to hide or reveal data that needs to be collected based on a signer’s response to other fields. With Calculated Fields, values are dynamically calculated based on inputs to other fields.
What kind of documents can I send with DocuSign?
, docu Sign offers features that make our documents both widely compatible and widely accessible., docu Sign supports virtually any type of document file type from most applications – like Microsoft Word, Excel, and Power. Point – to ensure all your important documents can be sent for signature.
This of course begs the question “How do I add documents to an envelope in DocuSign?”
Under the Add Documents to the Envelope section at the top, click “ Use A Template ”. Check the box for each template that will be applied to the Envelope, then click “ Add Selected ”., docu Sign will import all of the documents, fields, and recipients from all of the selected templates.