How-To Work With Templates in DocuSign Professional Advanced

Do you send many of the same types of documents for electronic signature? Are you a REALTOR® who writes multiple offers for your clients? With DocuSign Professional Advanced, you can use features such as templates and Intelligent Document Recognition™ (IDR) to create documents for signature in mere minutes!

Templates and IDR

Templates enable you to save recipient, tab and message information for reuse on new DocuSign envelopes.

Steps for Creating a Electronic Contract Template:

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

Once you're done, click save, and you have a template you can use when you send a standard form document.

When you upload a document, IDR will propose a template if it detects a match. Select the appropriate template and your signature and initial tabs will be automatically applied - no more manual tabbing for your clients' signature or initials.

Template Authoring Tips

Interested in some tips to help you create your templates correctly?

Templates may only contain one role recipient: Templates may contain multiple permanent / named recipients (such as yourself, if you must sign each time) but may only contain one role recipient.

The role recipient must be sequenced first: Other permanent / named recipients in the template may also be sequenced first, but the role recipient must be sequenced first.

The role recipient must be a signer: Other permanent / named recipients in the template may be signers, certified delivery recipients or carbon copy recipients, but the role recipient must be a signer.

Name or email address: The role recipient must not have a name or email address specified in the template.

Authentication methods: The role recipient and permanent / named recipients may be assigned access code and / or ID check authentication methods.

Are you interested in templates and ready to save even more time with electronic signature from DocuSign? Click here for more information about DocuSign Professional and DocuSign Professional Advanced.

Do you have more questions about templates? Let us know in the comments!