How to CREATE a DocuSign TEMPLATE in 2022 | DocuSign Tutorial

[@Solusign]

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[@nikkik2648]

Hello, I'm not sure exactly how to phrase this question. I work with clients and have to send them a sign-in sheet electronically. Now there is enough tabs on the template for multiple dates but I'm not sure if there's a way to set that up. Meaning I sent to them to sign for October 15th and they send it back to me and I have to send it back out to them on November 1st the same form. Is there a way to do that or do I have to send a new blank form every time? Ideally I would only have to upload to my work database once the lines are all full ( about 10 slots) instead of individually. I hope this question makes sense

[@igormoreira6988]

Sofian, great video, easy to follow. Thank you so much for sharing your knowledge!!

[@arthurcury107]

Thanks for the video. Do you know if I can set the template with comments?

[@Solusign]

You can allow comments in the admin settings

[@dcshedd]

I am new to DocuSign and and admin, so I am sure there is an easy answer for this. When I go to create/edit custom fields on a document, my screen looks nothing like yours. For example, if I drag and drop a text field in my form, nothing shows up on the right when I click on it, thus I cannot name it or control it like you do in this recording. All I see is a thumbnail of the document. Is there an add-on or some setting you are using to expose these controls?

[@andreaevers7445]

Hello. When I create a new template, there is no option to add placeholders only add recipients as you would see when sending a normal envelope. Do you know why this is?

[@Solusign]

That shouldn’t happen. Hard to help without seeing your screen

[@OneCosmi]

@@Solusign I have the same issue; did you find a solution?

[@Solusign]

I’ve not found a solution since I’ve never experienced this problem

[@MabitselaD]

Hi, Can the signer be able to attach documents after signing?

[@rochelleabbas778]

Forgive me if this is a silly question. I send a variety of forms. Can I send several templates per envelope, or do I need to set up a template for every scenario?

[@Solusign]

You can technically do both, it really depends on your workflow!

[@rochelleabbas778]

@@Solusign how do I add multiple templates to one envelope?

[@Solusign]

I made a video called “how to combine DocuSign templates” your answer is probably there ;)

[@4444glo]

Very useful video thank you! But I’d like to know what the difference is between using the Envelope format vs template when using Docusign?

[@Solusign]

An envelope is a single use email. A template à is a reusable email that allows you to create envelopes quickly that contain documents, recipients and fields already saved

[@MsHeather47]

This is so helpful! Thank you!

[@Solusign]

Glad it was helpful!

[@sandeepsachdeva407]

Hi I need to create text field in template with role as receive a copy, but the moment I select receive a copy in a template, the text fields come as grayed out. How to overcome this problem?

[@Solusign]

Receive a copy recipients cannot be assigned text fields since they don’t have the right to act ont the fields. Assign the text field to another recipient and make the fields read only if you do not want them to edit

[@mercedessimpson3597]

How do I get in touch with an Admin? (Sorry if that is a silly question. I'm so new to this)

[@Solusign]

You need to talk to your IT

[@barbaraberke7883]

Thank you!!

[@Solusign]

You're welcome!

[@Bbmangood]

Why do europeans ALWAYS have background music it ruins a good tutorial

[@Solusign]

Why are you so angry with life that you only notice the negative instead of saying thanks. There are a million ways to give feedback, try something nice next time?