How To Make A Template On Docusign

Streamline your document signing process with DocuSign by utilizing templates. This article will guide you through the steps of creating a template, from logging in to customizing fields and saving your template. Discover the best practices for template creation, the benefits of using templates, and any potential limitations you may encounter. Let’s optimize your workflow with DocuSign!

What is DocuSign?

DocuSign is a leading electronic signature technology platform that enables users to securely sign, send, and manage digital documents.

DocuSign offers a user-friendly interface and advanced encryption methods to protect documents and ensure compliance with industry standards.

With its automation capabilities, DocuSign eliminates tedious paperwork processes, resulting in faster turnaround times and increased efficiency.

By reducing manual handling of paperwork, businesses can save costs and reduce errors. DocuSign simplifies the document workflow, streamlining operations and promoting collaboration among teams.

This ultimately leads to improved productivity and customer satisfaction.

Why Use Templates in DocuSign?

Utilizing templates in DocuSign provides numerous advantages, such as saving time, ensuring consistency, and simplifying the document creation process.

Templates in DocuSign can significantly enhance efficiency by allowing users to predefine standard documents. This eliminates the need to start from scratch each time, saving time and ensuring consistency in format and adherence to company guidelines.

Utilizing templates also improves accuracy by reducing the likelihood of errors during document creation. This results in a more professional end product. Additionally, the automation capabilities of templates streamline workflows, allowing users to focus on critical tasks rather than repetitive document preparation.

How to Create a Template on DocuSign?

Creating a template on DocuSign involves several straightforward steps to facilitate the document creation and signing process.

To begin, log in to your DocuSign account and navigate to the Templates section. Once there, you can select the option to create a new template.

Next, you will have the option to customize the template fields to suit your specific needs, whether it be text fields for filling in names and dates, checkboxes for selecting options, or signature fields for signing electronically. Take advantage of the drag-and-drop feature to easily position and resize the fields within your template.

Remember to save your template once you are satisfied with the layout and settings before putting it to use for your documents.

Step 1: Log in to Your DocuSign Account

To begin creating a template on DocuSign, log in to your account using your credentials to access the template creation features.

To access your DocuSign account, go to the official website and find the login section. Enter your registered email address and password to log in. Make sure you are on the official site to avoid phishing attempts.

After entering your login details, you may need to complete additional security measures like two-factor authentication. This could involve receiving a code on your phone or email. Once you are successfully authenticated, you can access your account dashboard and manage your documents and templates securely.

Step 2: Access the Templates Tab

After logging in, navigate to the Templates tab within your DocuSign account to initiate the template creation process.

To access the Templates tab, look for the top navigation bar on your DocuSign dashboard. Click on the ‘More’ option, which may be represented by three dots or a similar icon.

A drop-down menu will appear, and within this menu, you should find the ‘Templates’ tab. Once you click on the ‘Templates’ tab, you will be directed to a page where you can start creating your customized templates for various documents. This feature enables you to streamline your workflow and efficiently manage repetitive document processes.

Step 3: Create a New Template

Once in the Templates section, select the option to create a new template to start the template setup process.

To create a template in DocuSign, start by selecting the type of document you want to use, such as an agreement, form, or contract.

Then, define the recipients and any fields that need to be filled in by them. You can also add signature fields, date fields, and other necessary elements to the document.

Customize the layout and design to match your branding by choosing colors, fonts, and logos. Once all the details are in place, save the template and it will be ready for use in your DocuSign account.

Step 4: Name Your Template

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Provide a descriptive and recognizable name for your template to ensure easy identification and organization within your DocuSign account.

When naming templates, it is essential to follow best practices to facilitate efficient management and retrieval. By using clear and concise naming conventions, you can improve the user experience for those accessing the templates.

A well-chosen name should reflect the purpose or content of the template, making it easier for users to understand its intended use at a glance. Including relevant keywords in the name can further enhance searchability and categorization of templates within your account. Consistency in naming across templates can streamline the process of locating specific documents, saving time and promoting overall productivity.

Step 5: Add Recipients and Roles

Specify the recipients of the document and define their roles within the signing process to streamline document routing and approval workflows.

By clearly assigning roles such as signer, approver, and observer, each recipient’s responsibilities and permissions are clearly outlined.

In DocuSign, the signer is the individual required to sign the document, the approver is responsible for reviewing and approving the content, while the observer can view the process without actively participating.

These defined roles ensure that the right tasks are delegated to the appropriate recipients, enhancing efficiency and accountability.

Collaborative features like real-time status updates and notifications enable seamless communication and progress tracking among all involved parties.

Step 6: Add Fields and Customize the Template

Customize your template by adding fields such as signature boxes, text fields, and checkboxes to tailor the document to your specific needs.

In the process of adding fields, you can easily click and drag these elements onto your document. Once added, you have the option to set up field properties, such as required fields, data validation, and field placement.

You can customize the appearance of these fields by changing font styles, sizes, colors, and alignment. For more advanced customization, explore features like conditional logic, calculated fields, and dropdown menus to create dynamic and interactive templates. With DocuSign, the possibilities for customizing your templates are endless, allowing you to create personalized documents tailored to your exact requirements.

Step 7: Save Your Template

Upon completing the template customization, remember to save your template to ensure that your changes are preserved for future use.

Saving your templates in DocuSign is crucial not only for preserving your modifications but also for efficient template management. DocuSign offers various storage options, including cloud storage, that ensure your templates are securely stored and easily accessible.

Utilizing version control features within DocuSign allows you to track changes, revert to previous versions if needed, and maintain a clear record of template evolution. Best practices for template management include regularly organizing templates into folders, using descriptive naming conventions, and setting permissions to control access and editing rights.

What are the Best Practices for Creating Templates on DocuSign?

When creating templates on DocuSign, it is essential to follow best practices to optimize document consistency, usability, and efficiency.

When creating a template, it’s important to carefully consider the setup of fields. By properly defining and organizing fields, recipients will have an easy time navigating and completing the required information.

Using clear and intuitive naming conventions for fields is crucial in helping users understand their purpose, minimizing confusion and errors during the signing process. Additionally, implementing security measures like setting permissions and enabling authentication options helps safeguard sensitive information.

Version control is another essential aspect to keep track of changes and updates, ensuring that the latest version of the template is always in use.

Use Consistent Naming Conventions

Employing consistent naming conventions for templates facilitates easy identification, categorization, and retrieval of documents within your DocuSign account.

This practice ensures that users can quickly locate specific templates when needed, saving time and reducing potential confusion.

By incorporating descriptive yet concise names that reflect the content or purpose of each template, such as ‘Sales Agreement – Standard’ or ‘Employee Onboarding Checklist’, users can easily discern between different templates and select the appropriate one for their current task.

Organized template structures also aid in maintaining a streamlined workflow, enabling users to efficiently manage and update their templates without encountering disarray or duplication issues.

Include Clear Instructions for Recipients

Clear and concise instructions for recipients in templates enhance user understanding, streamline the signing process, and minimize errors or confusion.

Providing detailed instructions within templates is crucial as it ensures that the recipient knows exactly what is expected of them. By outlining best practices for communication clarity, action steps, and guidance, the chances of any misunderstandings or errors are greatly reduced.

Recipients can easily follow the outlined instructions, leading to a smoother process overall. Clarity in instructions is key to maintaining efficiency in any workflow, and when recipients have a clear understanding of what needs to be done, it facilitates a quicker and more accurate response.

Keep Templates Up-to-Date

Regularly updating templates ensures that users have access to the most current and accurate document formats, reducing errors and maintaining workflow efficiency.

Version control mechanisms play a crucial role in template management by tracking changes and allowing users to revert to previous versions if needed.

Implementing revision practices ensures that templates evolve with the organization’s needs and industry standards. Timely template maintenance is essential to prevent compatibility issues and ensure smooth collaboration among team members.

By staying proactive with template updates, users can leverage the latest features and improvements, enhancing productivity and the overall quality of documents produced.

What are the Benefits of Using Templates on DocuSign?

The use of templates in DocuSign offers numerous advantages, including accelerated document processing, standardized workflows, and enhanced security for electronic signature transactions.

By utilizing templates in DocuSign, users can significantly reduce the time and effort involved in preparing documents. This is because they can easily create new documents by simply modifying existing templates.

This not only streamlines the document creation process but also ensures consistency in formatting and content across all transactions. The secure nature of DocuSign templates enhances data protection and minimizes the risk of unauthorized access or tampering, providing peace of mind for both senders and recipients.

The convenience of electronic signature template creation further contributes to efficiency gains by enabling users to create reusable templates for frequent transactions. This saves valuable time and effort in the long run.

Are There Any Limitations to Using Templates on DocuSign?

While templates in DocuSign offer significant advantages, there are limitations to consider, such as restrictions on extensive customization, complex template setups, and template sharing options.

These limitations can sometimes hinder users who require more intricate design elements or specific branding requirements in their documents.

The process of setting up and managing complex templates may pose challenges for users with limited technical expertise.

Collaborative features within templates may also have limitations, affecting efficient teamwork and document sharing.

Users may find themselves restricted by the platform’s predefined structures, limiting their flexibility in tailoring templates to unique needs or industry-specific standards.

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