How To Make A Template Using Docusign

Looking to streamline your document signing process?

DocuSign offers a convenient solution with its template feature.

We will guide you through the steps of creating a template using DocuSign.

From logging into your account to customizing the template and adding recipients, we will cover it all.

We will provide tips on how to make your templates more effective.

Keep reading to learn how to make a template with DocuSign!

What is DocuSign?

DocuSign is a leading electronic signature platform that enables users to securely sign digital documents with ease and convenience.

The platform’s advanced features allow users to create, send, and manage digital documents in a secure and efficient manner. With DocuSign, users can easily customize signing workflows, set up automated reminders, and track document status in real-time. DocuSign offers bank-level security and encryption to ensure the integrity and confidentiality of sensitive information during the signature process. Its intuitive user interface makes it simple for individuals and businesses to streamline their document signing processes, saving time and reducing paperwork. By utilizing secure authentication methods, DocuSign guarantees the authenticity and legality of electronic signatures.

Why Use Templates in DocuSign?

Utilizing templates in DocuSign offers a streamlined approach to managing document workflows, enhancing efficiency, and benefiting organizations of all sizes.

By leveraging pre-designed templates, users can quickly input relevant information, eliminating the need to recreate documents from scratch. This not only saves valuable time but also ensures consistency across all documents.

The use of templates simplifies the approval process, making it easier to keep track of document progress and ensure compliance with established procedures. With features like automated notifications and reminders, DocuSign templates enable businesses to stay organized and maintain a steady workflow, ultimately leading to increased productivity and improved business management.

How to Create a Template Using DocuSign?

Creating a template in DocuSign involves a series of steps that allow users to design, customize, and configure document layouts for seamless use.

To begin, you can start by selecting the document you want to convert into a template and access the design customization options. In this stage, you can personalize the aesthetic elements such as colors, fonts, and logos to reflect your brand identity.

Next, carefully place the necessary fields like signature, initials, date, and text boxes in strategic locations using the field placement tools.

Adjust the recipient settings to define who needs to sign or receive the document and in what order.

Complete the sender configurations to manage notifications, access permissions, and overall template settings for a smooth workflow.

Step 1: Log in to Your DocuSign Account

To begin creating a template in DocuSign, the first step is to log in to your DocuSign account using your credentials.

  1. Once you navigate to the DocuSign website, you will be prompted to enter your registered email address and password in the designated fields.

  2. After inputting this information, you will need to click on the ‘Sign In’ button to proceed.

DocuSign places a strong emphasis on security, employing encryption to protect your data during the login process. For enhanced security measures, they may also utilize multi-factor authentication, requiring an additional code or challenge to confirm your identity. This ensures that only authorized users can access the account, keeping your documents and information secure.

Step 2: Access the Templates Tab

Once logged in, navigate to the Templates tab within your DocuSign account interface to access the template creation tools and features.

The Templates tab is conveniently located in the top menu bar alongside other essential tabs like Home, Manage, and Account. By clicking on the Templates tab, you will be directed to a user-friendly dashboard that displays all your existing templates and provides options for creating new ones.

The interface is designed to be intuitive, with clear icons and labels to help you easily navigate through different template management options. From here, you can organize your templates, edit their content, set signing orders, and even share them with collaborators seamlessly.

Step 3: Click on the ‘Create Template’ Button

To initiate the template creation process, click on the ‘Create Template‘ button within the Templates tab to start designing your custom template.

This action triggers the Template Editor interface, where you can begin customizing your template by adding fields, text, and signature blocks. The intuitive drag-and-drop functionality allows for effortless placement of elements on the document.

Ensure to personalize the template to reflect the specific details of your agreement or document. You can also set recipient roles and permissions, define signing orders, and establish reminders for a seamless signing process.

Once satisfied with the customization, save your template for future use or share it with others within your organization.

Step 4: Choose a Template Type

Select a template type that best suits your document requirements from the available options to initiate the template customization process.

One of the key considerations when choosing a template type is the nature of the document you are working with. Whether it’s a contract, agreement, or form, DocuSign offers a variety of template options to streamline your workflow. Understanding the specific needs of your document can help you decide between the pre-built templates or creating a custom one from scratch. Taking into account elements like branding, required fields, and signature placements will guide you towards selecting the most appropriate template type for your document customization.

Step 5: Customize the Template

Customize the template layout, design, and format according to your preferences and document needs to create a personalized template for future use.

With DocuSign, you can easily tailor various design elements such as colors, fonts, logos, and images to reflect your brand identity. Users have the flexibility to modify the layout by adjusting the placement of text boxes, signature lines, and other fields to suit specific document requirements. Format adjustments, including margins, spacing, and alignment, can also be personalized to enhance the overall aesthetic appeal and functionality of the template. These customization options empower users to create professional-looking documents that align with their unique style and branding guidelines.

Step 6: Add Recipients and Set Signing Order

Specify recipients for the document and set the signing order to streamline the workflow and ensure efficient document processing within DocuSign.

This process of defining recipients and establishing signing sequences plays a crucial role in recipient management and ensuring that documents move seamlessly through the approval chain. By assigning specific individuals to receive and sign the document in a specified order, it helps in maintaining an organized workflow and expedites the entire signing process. This feature allows for precise control over who needs to review and sign the document first, second, and so on, ensuring that no steps are missed and that the document is processed accurately and efficiently.

Step 7: Add Fields and Text to the Template

Incorporate fields and text elements into the template to create placeholders for information input and data collection during the document signing process.

By strategically placing data placeholders within the template, users can seamlessly gather essential information from signatories. For adding text components, consider integrating clear instructions or context to guide recipients.

DocuSign offers various options to customize text fields, such as font styles, sizes, and alignment, enhancing the overall document layout. Utilizing text integration options allows for dynamic text generation based on specific criteria, supporting personalized communications within the document.

Step 8: Save and Name Your Template

Once the template is customized, save the changes and assign a descriptive name to the template for easy identification and future editing.

  1. It is crucial to choose a name that clearly reflects the content and purpose of the template, allowing users to easily locate it when needed.

  2. Maintaining version control by adding version numbers or dates to the name can help track revisions and ensure the most up-to-date version is being used.

  3. Utilizing DocuSign’s template editing features enables users to make necessary adjustments to the template content while keeping the original template structure intact.

  4. By following these practices, users can streamline their workflow and enhance efficiency when working with templates in DocuSign.

Tips for Creating Effective Templates in DocuSign

Enhance your template creation process with valuable tips and strategies to ensure the effectiveness and usability of your DocuSign templates.

By focusing on template efficiency, consider organizing your templates into distinct folders based on categories or processes, making it easier to locate and manage them efficiently.

When editing templates, pay close attention to details such as formatting, branding consistency, and accuracy, ensuring a professional look and feel.

For updating templates, create a systematic review process to regularly check for outdated information or changes in requirements.

Collaborating on templates can be seamless by utilizing DocuSign’s sharing options, enabling multiple team members to review, edit, and approve templates in real-time.

Keep it Simple

Simplicity is key when designing templates in DocuSign; opt for clean and straightforward layouts to enhance user experience and document clarity.

By focusing on minimalistic designs and user-friendly structures, you can ensure that recipients can easily navigate through the document without any confusion. A clutter-free layout not only improves visual appeal but also streamlines the signing process, making it efficient and hassle-free for all parties involved.

Keeping the design simple can also prevent distractions, allowing the recipients to focus on the content at hand. Remember, a well-organized and easy-to-understand template can make a significant difference in how smoothly the signing process progresses.

Use Descriptive Names for Your Templates

Employ descriptive and recognizable names for your templates to facilitate easy access, organization, and management within your DocuSign template library.

Utilizing specific naming conventions not only aids in locating templates swiftly but also enhances the overall efficiency and effectiveness of your template library. When templates are appropriately named, users can quickly identify the purpose of each document, making it simpler to select the right template for a particular scenario.

Distinct names contribute to better categorization and sorting, ensuring that your template library remains well-organized and streamlined. By implementing these strategies, you can optimize template recognition, enhance library organization, and maximize productivity in your document workflows.

Utilize Conditional Recipients and Fields

Optimize template functionality by using conditional recipients and fields to customize document routing and content based on specific recipient actions or criteria.

This approach allows for personalized routing, where the document is automatically directed to the appropriate stakeholders based on predetermined conditions. Dynamic content can be seamlessly integrated, ensuring that each recipient receives a tailored experience. By implementing recipient-based actions, such as conditional signing orders or required fields for specific individuals, you can streamline the signing process and enhance overall efficiency. Utilizing these features in DocuSign templates empowers you to create highly adaptive and interactive documents that cater to the unique needs of each recipient.

Test and Refine Your Templates

Ensure template effectiveness by testing and refining your templates regularly, incorporating feedback, and making necessary adjustments to enhance usability.

By continually evaluating how your templates are performing and actively seeking input from users, you can identify areas for improvement and make iterative updates to refine the templates further. Testing and refining DocuSign templates is a crucial step in ensuring smooth and efficient document workflows. Through this process, you can enhance the layout, content, and overall functionality of your templates, leading to increased user satisfaction and productivity. Embracing a cycle of testing, gathering feedback, and refining helps in creating templates that truly meet the needs and preferences of your users.

Start your free trial now

No credit card required

Your projects are processes, Take control of them today.