Working with Templates

Looking for a way to save even more time with DocuSign? Try creating a template. Templates are perfect for almost any DocuSign workflow that you do over and over again. Leveraging the documents and recipient information in your template makes the sending process a snap!

So what are some ways to use templates?

Introduction to Templates (video)

Template basics

Create or copy a template

Share a template

Use a template

Edit a template

Organize templates with folders

Upload or download a template

Set template matching behavior for a template

Check account settings for template matching

Note: Your access to templates is controlled by your user permissions, as defined by your DocuSign administrator. If you cannot create or edit, or even use templates, check with your administrator.

Introduction to Templates Video

Here's a two minute video on templates to get you started:

Template Basics

Templates help streamline the sending process when you frequently send the same or similar documents, or send documents to the same group of people. 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.

Templates are flexible. You can use a template as is, without making any changes, or you can use a template as a starting point for your document. You can make changes to all aspects of a template, customizing your document however you like.

EXAMPLE – NDA Template
Your technology start up regularly meets with potential partners. For each of these meetings, you require a Non Disclosure Agreement (NDA) to protect your nascent business ideas and intellectual property. You create a template and upload your NDA file. You define a recipient role of "Technology Partner" and set signing fields for the role's signature, title, company name, and date signed. You define a message for your Document with the subject "NDA - Please Sign" and some appropriate text in the message field, asking for the signed document prior to your upcoming meeting.

When you schedule a meeting that requires an NDA, you create a document using your template, entering the actual contact information for the Technology Partner role that you defined.

The Difference Between Templates and Documents

Creating a template is as easy as setting up a document. The key difference is that a document is a one-time transaction and a template is a blueprint for repeatable transactions. With templates, you can add named persons, just as you do when creating a regular document. But you can also define placeholder roles, that is, not an actual person but rather a role that would regularly participate in a transaction using the template. Typically, with templates you assign roles rather than named persons, as it's likely your recipients and signers will change every time you use the template.

The NDA template example illustrates a situation where you would set a placeholder role for your template recipient, rather than a named person.