How To Make A Template In Docusign

Are you looking to streamline your document signing process? Look no further than DocuSign! In this article, we will guide you through the process of creating templates in DocuSign.

From logging in to customizing email messages, we will cover all the steps you need to follow. We will share some tips for creating effective templates and highlight common mistakes to avoid. By the end of this article, you will be well-equipped to create templates in DocuSign like a pro.

What Is DocuSign?

DocuSign is a cloud-based platform that enables users to securely sign, send, and manage digital documents electronically.

The key features of DocuSign include its ability to streamline the electronic signing process, ensuring authenticity and security through advanced encryption techniques.

Users can easily upload documents, add signature fields, and send them for signing, all within the platform’s intuitive interface.

In addition, DocuSign offers robust document management capabilities, allowing users to track the status of their documents, set reminders, and access audit trails for compliance purposes.

The secure cloud storage provided by DocuSign ensures that all documents are safely stored and easily accessible anytime, anywhere.

Why Use Templates in DocuSign?

Using templates in DocuSign streamlines the document creation process, improves efficiency, and ensures consistency in document formatting and content.

Templates in DocuSign offer numerous advantages to users, such as significant time savings by eliminating the need to recreate documents from scratch. By utilizing pre-designed layouts and content structures, template creation and management help standardize document formats across different departments and teams.

This not only streamlines workflows and boosts productivity but also enhances document security through consistent application of company-approved formats and safeguarding sensitive information. Incorporating templates in DocuSign brings a plethora of benefits that contribute to a more organized and secure document management process.

How To Create a Template in DocuSign?

Creating a template in DocuSign involves a series of steps that allow users to design and customize reusable digital document formats for efficient use.

To start creating a template in DocuSign, the first step is to log into your DocuSign account. Once logged in, navigate to the Templates section where you can begin the customization process.

Select ‘New’ to create a new template and choose the document you want to use as the base. Next, you can add fields such as text boxes, signature lines, checkboxes, and more to the document, making it interactive for recipients.

Customize the fields further by setting validation rules, default values, and mandatory fields, tailoring the template to your specific needs.

Step 1: Log in to Your DocuSign Account

To begin creating a template in DocuSign, log in to your account using your credentials to access the platform’s features and functionalities.

When logging in, it’s important to use a strong and unique password that includes a combination of letters, numbers, and special characters. This will enhance the security of your account on DocuSign. Additionally, DocuSign offers two-factor authentication options for an extra layer of protection.

It’s crucial to keep your login credentials confidential and never share them with anyone. By following these security measures, you can ensure the safety of your sensitive documents and transactions within the DocuSign platform, preventing unauthorized access.

Step 2: Access the Templates Tab

Once logged in, navigate to the Templates tab within the DocuSign interface to access the template management section where you can create, edit, and organize templates.

In the template management section, you have the flexibility to customize templates based on your specific needs. This includes adding signature fields, text boxes, or dropdown menus.

This feature allows you to streamline your document workflow by preparing standardized templates that can be easily reused. You can also categorize templates into folders for efficient organization, making it simple to locate and use them whenever necessary.

Utilizing the Templates tab in DocuSign empowers you to enhance productivity and consistency in your document processes.

Step 3: Click on ‘Create Template’

Click on the ‘Create Template’ button to initiate the template creation process. This is where you can start designing your custom document format.

Upon clicking the designated button, a blank canvas will appear. Here, you can determine the structure of your document layout and add placeholders for various elements such as text, images, and tables.

As you embark on this creative process, consider the overall aesthetics and functionality of your document. Make sure it serves its intended purpose effectively.

Remember to save your progress periodically to prevent any loss of data. Also, revisit and fine-tune your template design as needed.

Step 4: Name Your Template

When naming your template, consider including keywords related to the template’s purpose or content. This will not only make it easier to search for later but also help others understand the template’s intended use at a glance.

A clear and concise name can save you time and frustration when looking for a specific template among a collection. Remember, the goal is to create a system that streamlines your workflow and boosts overall productivity. So, take a moment to think about a name that captures the essence of your template and aligns with your organizational structure.

Step 5: Add Recipients

Specify the recipients who will be signing or receiving the document by adding their details to the template. This ensures accurate delivery and signature collection.

It is crucial to input the correct contact information of each recipient to guarantee that the document reaches the intended individuals promptly. Customizing options for each recipient can significantly enhance the document’s personalization and relevance.

By utilizing recipient settings effectively, you can tailor specific permissions, notifications, and access controls to cater to the unique requirements of each individual receiving the document. This level of customization not only streamlines the distribution process but also ensures a smooth and efficient document signing workflow.

Step 6: Add Fields and Tabs

Customize your template by adding fields, checkboxes, and tabs to indicate where recipients should fill in information, sign, or take action within the document.

When inserting fields into the template for recipient interaction, you have the flexibility to choose from various customization options such as text fields, dropdown menus, date selectors, and signature blocks. These fields can be strategically placed to guide the recipient on where to input specific information or provide responses.

By incorporating tabs, you can further organize sections or highlight key areas for the recipients to pay attention to. This level of customization allows you to tailor the template according to your specific needs and enhance recipient engagement with the document.

Step 7: Customize the Email Message

Personalize the email message that accompanies the template to provide context, instructions, and any additional information for the recipients before they access the document.

This customization is crucial as it ensures that the message resonates with the audience, making it more engaging and relevant to their needs.

Make sure to address the recipients by their names, if possible, and establish a clear purpose for sending the template to avoid any confusion. Including a brief but informative subject line can also grab the attention of the recipients and entice them to open the email.

Emphasize the value they will gain by accessing the document and provide clear instructions on how to utilize the template effectively.

Step 8: Save and Use Your Template

Save your completed template to the library for future use, enabling quick access, duplication, and integration into your document workflow within DocuSign.

Having your template saved in the library is crucial for efficient workflow management. By storing it in a secure location, you ensure that it is readily available whenever needed, saving you valuable time.

The ability to duplicate the template means that you can easily create multiple versions or use it as a starting point for new documents. Integrating the template into your existing workflow within DocuSign streamlines the process further, allowing for seamless collaboration and increased productivity.

Proper template management and storage options are key components in optimizing your workflow efficiency.

Tips for Creating Effective Templates in DocuSign

When creating templates in DocuSign, follow these tips to ensure your templates are efficient, user-friendly, and optimized for streamlined document workflows.

To ensure efficiency and clarity in your document templates, it’s important to establish a consistent naming convention. This not only helps you stay organized, but also makes it easier for recipients to identify the template.

Strategically placing essential fields within the template can also improve the signing process for recipients. By guiding them through the document seamlessly, you can reduce confusion and errors.

When designing your template, opt for a clean and uncluttered layout that keeps the focus on the content. This will make it easier for recipients to follow along and understand the document.

Lastly, provide clear instructions and guidance for recipients on how to interact with the template. This will enhance usability and reduce errors, making the signing process smoother for everyone involved.

Use Descriptive Names

Assign clear and descriptive names to your templates to facilitate easy identification, categorization, and retrieval when working on multiple documents.

Using specific and relevant titles for your templates is crucial for maintaining an organized digital workspace.

When templates are labeled clearly, it becomes simpler to quickly locate the desired one among a collection. A systematic naming convention also aids in streamlining workflow and enhancing efficiency.

By incorporating keywords that reflect the content and purpose of each template, you can establish a cohesive structure that promotes seamless template management.

Clarity in naming conventions not only benefits individual users but also contributes to effective collaboration within teams.

Keep the Template Simple

Simplicity is key when creating templates; avoid cluttered layouts and excessive fields to ensure a clean, professional document format that is easy for recipients to navigate.

When designing templates, it is vital to maintain a balance between visual appeal and practicality. Utilizing white space effectively can enhance readability and draw attention to essential information.

Clear and consistent typography, along with a well-thought-out color scheme, can improve user experience. Remember to keep the structure intuitive by placing elements logically and ensuring a seamless flow.

Focus on creating user-friendly layouts that guide the eye naturally and facilitate smooth navigation. By adhering to these template design principles, you can enhance the overall usability and effectiveness of your documents.

Utilize Conditional Fields

Incorporate conditional fields in your templates to display or hide specific sections based on recipient responses or document requirements, enhancing customization and dynamic content presentation.

By utilizing these conditional fields, you can create templates that respond intelligently to user inputs. This feature allows for a more personalized interaction with the document, tailoring the content to the specific needs and preferences of the recipient.

With adaptive document content, the information presented can be dynamically adjusted, ensuring that users only see relevant sections that matter to them. This not only streamlines the document viewing experience but also fosters enhanced user engagement by providing a more interactive and user-centric approach to information delivery.

Test and Refine Your Template

Before finalizing your template, conduct thorough testing to ensure all fields, instructions, and automated actions work as intended, refining the template based on user feedback and testing outcomes.

Testing templates for functionality and user experience is crucial for achieving optimal performance. By running various tests, such as usability testing and compatibility checks, you can identify any potential issues or areas for improvement.

Incorporating user feedback into the template refinement process ensures that the final product aligns with user expectations. Implementing an iterative design approach allows for continuous optimization and adjustment, leading to a template that not only meets but exceeds user requirements.

Through this comprehensive testing and optimization process, you can create templates that are user-friendly, efficient, and effective in achieving their intended purpose.

Common Mistakes to Avoid When Creating Templates in DocuSign

To optimize your template creation process, steer clear of these common mistakes that can lead to inefficiencies, errors, and difficulties in document management within DocuSign.

One major mistake to avoid is misplacing fields within your template. This can cause confusion and disrupt the flow of information during the signing process.

Failing to thoroughly test your template before sending it out can result in unforeseen issues. These issues may delay the signing process and cause frustration for all parties involved.

Overcomplicating the design of your template can also be detrimental. Remember, simplicity often leads to better user experiences and quicker completion of documents.

Not Setting Up Fields Correctly

Incorrectly configuring form fields can lead to confusion, data entry errors, and document processing issues. This makes it crucial to set up fields accurately according to the document requirements.

Proper field customization is essential for maintaining data integrity and ensuring a seamless user experience. When fields are not set up correctly, it can result in inaccurate data being collected, leading to flawed analysis and decision-making processes.

Improperly configured form fields can cause delays in document processing, affecting overall efficiency and productivity. By paying attention to detail during the form field setup process, businesses can streamline their operations, reduce errors, and enhance the overall quality of their data collection and processing procedures.

Forgetting to Test the Template

Neglecting to test your template before deployment can result in overlooked errors, functionality issues, and recipient confusion, underscoring the importance of thorough testing procedures.

This oversight not only damages the user experience but also tarnishes the reputation of the brand. Quality assurance checks are designed to catch these inaccuracies, ensuring that the final product is polished and error-free.

User testing plays a pivotal role in identifying how the template behaves in real-world scenarios, allowing for necessary adjustments. Implementing robust validation protocols guarantees that the template meets industry standards and is compatible across various platforms.

By adopting comprehensive testing strategies, businesses can prevent costly mistakes and ensure seamless interactions with their audience.

Making the Template Too Complicated

Overly complex templates can overwhelm recipients, hinder user interaction, and lead to processing delays, emphasizing the need for clear, concise, and user-friendly template designs.

Excessive complexities in templates can create confusion among users, causing them to overlook important information and instructions. This lack of clarity can compromise the overall user experience and detract from engagement.

Intricate templates may require more time to load and process, impacting efficiency. Simplifying template designs not only enhances usability but also ensures that recipients can easily navigate through the content without feeling overwhelmed or frustrated. By prioritizing simplicity and user engagement in template creation, businesses can deliver a more seamless and effective communication experience.

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