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Docusign Template Library User Guide

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13 views3 pages

Docusign Template Library User Guide

Uploaded by

rackeragency
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Template

Library User
Guide
Resources Contained in the Zip File

❏ Document Sample: : A PDF or editable Word version


of the sample document.

❏ JSON File: An encoded Docusign eSignature


template containing a tagged document to upload
directly into your Docusign account.

Please note: These templates are provided for informational purposes


only and should not be construed as regulatory, legal, or privacy law
compliant and should not be taken as advice on any of the specific subjects.
It is understood that they are provided “as is,” “with all faults,” and “as
available” biases without warranty of any kind, whether express, implied,
statutory, or otherwise.

Using the JSON File Template*


1. Upload the JSON template file to your Docusign eSignature
Account.

2. Click to Edit the uploaded template.

3. Explore how the template is set up:


a. Review the recipient routing.
b. Click through the field set-up on the document:
Review how formula fields, conditional formatting,
drop-downs, and radio buttons function on the
document.
4. Test the template by Sending an envelope to yourself in
each recipient role to see how the template will work for
your signers.

5. Make the necessary changes for branding, field names, etc.,


before sending the live document.

Edit the document in your new template


For editable documents, use the provided Word doc to edit the
document to meet your business requirements and company
branding needs.

Once your updated copy is complete, edit your uploaded


template and replace the document. This process allows you to
keep all the fields on the template while simply replacing your
edited document.
Edit the Word Document (When Applicable)
If you want to customize and brand your document before uploading
it, we recommend using the Word doc instead of the JSON file. While
the JSON file is tagged and ready to go, once it is uploaded, you
cannot edit the underlying document in the Docusign Web
Application.

*Note: Some accounts do not support the ability to upload templates.

If your account supports template upload, you must have the appropriate
template permission setting (create and share) to download or upload
templates. This setting is controlled by your account administrator, as
described in the Permission Sets guide.

Docusign University
Docusign University (DSU) offers a range of learning opportunities
tailored to diverse learning capabilities and needs, including self-
paced and instructor-led activity-driven deep dive courses.
• Instructor-Led Training
o Docusign eSignature: Working with Templates (Paid / Campus Pass)
o Docusign eSignature: Template Creation Basics Webinar (Complimentary)
• Self-Paced Training
o Create and Manage eSignature Templates (Complimentary)

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