How To ESIGN: Creating a Template

Users have called DocuSign "the best timesaving tool in the RE business!" Electronic signature and online contract execution can DEFINITELY save you time... are you saving as much time as you possibly can?

You can save even more time by creating and using templates for the forms you often use, such as leasing agreements, standard form disclosures, and others. Templates enable you to save recipient, tab and message information for reuse on new DocuSign envelopes.

Steps for Creating a Electronic Contract Template:

• Click the new template button
• Enter a name for your template
• Browse for and upload documents
• Enter a role name so you do not have to enter the email address and name for your signers if they will change as you send new documents
• Enter your signers' information
• Click the lock check box to prevent other template users from editing the recipient information
• Enter your message
• Tab the document and make sure that the correct signer is highlighted as you place the tabs
• Use the radio buttons to group the choices for your signers
• Adjust the size of the text boxes for the documents

Once you're done, click save... tahdah! You have a template. Create one template, save to the DocuSign system, and you won't have to REupload, REtab, and REmessage every time you send a standard form document - that gets REannoying.

Take a few minutes to watch a video that takes your through, step-by-step, the template creation process for online contract execution.