If the Matching Templates window doesn't pop up, senders can instead click the Document Actions drop-down menu, select Apply Template and then choose the appropriate template.Senders should check the box of the appropriate template, based on the purchase amount, and then press Apply.

If (B), you will need to tell your senders that when they upload the DocuSign document, DocuSign should recognize that it is formatted like that template and, in the Matching Templates window, ask them to select the appropriate template.If (A), then you simply need to upload the document when creating the template.(A) Will you always be using the exact same document (i.e., a form that will be entirely filled out via DocuSign) or (B) will you be using slight variations on the same document (i.e., the same basic form with unique data entered each time)?.To be sure you have all the information you need, record your answers to the following questions. This is your starting point for creating your template.Ģ.

Briefly map out your business process: your documentation, the various possible roles of recipients on the routing list, and the way(s) in which you want your recipients to respond. The information below is designed to smooth your path to a DocuSign template that meets your business needs.ġ.

But creating this simplicity tool and keeping the creation process simple are two different things. Your DocuSign template: what you need to knowĬreating a template in DocuSign can simplify your communications if you will be sending the same document – or even variations of the same document – repeatedly and with a similar workflow.

Docusign changing document info