In today’s fast-paced world, businesses are always looking for ways to streamline their processes and save time. DocuSign has been a game-changer for organizations across the globe. This powerful tool has made it easy to sign documents electronically, but did you know that you can create custom templates in DocuSign too? In this blog post, we will guide you through the process of creating templates in DocuSign. We will also explain the different signer roles and document routing options available. Additionally, we’ll cover how to customize template fields and add signatories to your documents. Finally, we’ll explore the benefits of using DocuSign templates and provide some troubleshooting tips for common issues that may arise when working with them. So let’s dive in and learn how to make the most of this incredible tool!
How to create a template in DocuSign?
Customizing a template in DocuSign is a simple process that can save you time and effort. To create a Docusign Template, first, choose the type of template you want to create, such as a document or envelope template. Once you have chosen the type of template, you can customize it according to your needs by adding fields, text, and other elements like placeholders for electronic signatures or email addresses of signers. When naming your template, use something descriptive for easy identification. Once created, your new DocuSign Template will be available on your Templates page where you can take other actions on it such as adding fields or adjusting the signing order.
To add recipients to your DocuSign document, go to the Add Recipients section and specify their roles using dropdowns under recipient roles. You can also set up a routing order by dragging and dropping recipients into desired order under the routing order section. Additionally, there are advanced options available such as setting up password protection or requiring signer authentication through SMS or knowledge-based authentication.
Understanding Docusign Signer Roles
When creating a custom Docusign template, it’s important to understand signer roles. These roles determine the order in which signers will receive documents for electronic signature. By using custom templates with predefined signer roles assigned based on job titles or department criteria, you can streamline the signing process and create efficient workflows for routing documents through Docusign. To do this effectively, start by accessing the templates page within your DocuSign account. From there, select “new template” to add fields and placeholders for recipient names and email addresses. You can also specify a signing order, sender information, and recipient roles using advanced options. Once the document template is complete, save it with a descriptive name for easy identification and access later on.
When sending documents through Docusign, simply select the new envelope option and choose your custom template from the dropdown menu. From there, add recipients and specify their placeholder role fields as needed. You can also add an email message before sending if desired. If issues arise with your template during the signing action process, troubleshooting documentation is available online or via support from customer service representatives.
Document Routing in DocuSign
When it comes to DocuSign document routing, creating custom templates is key. These templates make it easier to send documents for electronic signature without having to recreate them each time. To create a new template, start by navigating to the templates page in your DocuSign account and clicking on the “New” button. Once you’ve done that, choose whether you want an envelope or document template before customizing it with fields and other elements like placeholders for recipient names and email addresses or role fields that specify who signs first or last in the recipient list. You can also use advanced options like adding conditional logic based on specific criteria or setting up cloud storage providers such as Google Drive or Dropbox for recipients to access their documents after signing them electronically. Finally, test your new template before saving it with a descriptive name for easy identification later on when selecting from your list of available templates.
Customizing DocuSign Template Fields
When customizing a DocuSign template, it’s essential to personalize your placeholders by adding information such as the recipient’s name or email address. In addition to personalization, you can add various fields like signature, initial, and text fields, which assist in streamlining the signing process. It is crucial to note that proper formatting and layout must be used so that the document is clear and easy to follow. Other advanced options available include placeholder role fields that allow you to assign specific roles to each recipient or add conditional logic routing order features to ensure documents are sent in a particular order. To further customize templates for future signings, you can save them on your templates page and reuse them later. You can also test and refine these new templates for better efficiency in document routing or signing actions.
Adding Signatories to DocuSign Documents
To add signatories to your DocuSign document, start by creating a custom template using the template creation tool. Then, select the appropriate fields within the document and add the necessary information including the signer’s name and email address. You can also customize the template further by adding fields such as signature, initial and text fields, or even placeholder roles. Once you have added all necessary signatories and customized the template to your needs, save it for future use on DocuSign’s templates page. To ensure proper routing of documents, consider using recipient roles such as “signer,” “sender,” or “recipient.” Additionally, take advantage of advanced options such as conditional logic based on certain criteria or routing orders to streamline your process further. With these steps in hand, adding signatories will be a breeze!
Edit a DocuSign Template before Signing
Before sending out a document for signature through DocuSign, it is always advisable to edit the template as per your specific requirements. You can easily modify the content of the DocuSign template by adding or removing text and fields without affecting any previously signed copies. With DocuSign’s customizable templates feature, you can also add or remove signatories from a template with ease. This allows you to streamline your document signing process by making it more efficient. Customize your templates in advance with placeholders for the recipient name and email address, sender details, routing order and recipient roles for better control over the signing process. Additionally, explore advanced options like conditional fields or tags while customizing templates on the templates page.
Benefits of Using DocuSign Templates
Utilizing DocuSign templates is a great way to improve your electronic signature process. Templates are customizable, allowing for improved consistency and efficiency. By creating custom templates, you can streamline your document signing process and improve collaboration with team members and partners. With advanced options like adding fields and recipient roles, you can tailor your templates to fit your unique needs. DocuSign also offers integration with cloud storage providers like Google Drive and Dropbox, simplifying the process further. Testing your template beforehand ensures timely completion of the document while editing a template before sending lets you include specific signatories or fields. Don’t forget to add an email message to your recipient before sending out a new envelope!
Top 5 Documentations Required for DocuSign Templates
To ensure that your DocuSign templates are complete and ready to use, it’s essential to include all of the necessary documentation. For a custom template in the DocuSign templates page adding a recipient’s email address along with their roles like signer or placeholder role is crucial. The top five documentations required for creating a perfect Docusign Template are an agreement or contract that mentions all terms and conditions clearly; a signature block indicating where each party involved in the agreement needs to sign; a date field included to indicate when the agreement was signed; a company logo can be added as per requirement and will help in identifying the sender easily. Other actions such as setting up signing orders can also be done in advance options. By following all the documentation requirements, you can ensure that your Docusign template is complete and ready for use.
How to Troubleshoot Common DocuSign Template Issues?
When working with DocuSign templates, it is crucial to ensure that all required fields are filled out correctly to avoid any errors or delays in the signing process. DocuSign offers a range of helpful tools and features that can assist with troubleshooting common template issues such as error messages or missing fields.
One typical problem when creating templates is forgetting to include a signature field for each party involved in the signing process. Another issue that often arises is not setting up the proper routing order for multiple signatories. To address these problems, you should first double-check that all necessary recipients have been added and assigned their roles correctly.
Next, take advantage of DocuSign’s “add fields” feature to supplement any missing information or fix any mistakes. Additionally, you may need to adjust the routing order so that signatories are signing in the correct sequence. Other actions you could take include customizing recipient roles and adding new recipients using either email addresses or template names.
By following best practices and utilizing DocuSign’s advanced options when creating a new template, you can ensure that it is error-free and ready for use. Remember to make use of documentation such as the company logo, date field, placeholder role, password, email message or recipient name to create an effective template that caters to your specific requirements.
Conclusion
Creating custom templates in DocuSign can help streamline your document signing process, saving you time and effort. With easy-to-follow steps, you can create a template with specific roles assigned to each signer, route the document accordingly, customize fields, and add signatories. Editing the template before signing is also possible. By using DocuSign templates, you’ll enjoy faster turnaround times and better accuracy in your documents. To ensure that you make the most of this powerful tool, download our guide on the top 5 documentation required for DocuSign templates and how to troubleshoot common issues that may arise during the process.
Frequently Asked Questions
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