Mastering Docusign: A Step-By-Step Guide To Creating Custom Templates

Docusign has revolutionized the way we handle electronic signatures, making it simpler and more efficient to get documents signed from anywhere in the world. Whether you're a business professional, a freelancer, or just someone who wants to simplify the signing process, mastering Docusign can greatly enhance your workflow. One of the most powerful features of Docusign is its custom template functionality, which allows users to create and reuse documents tailored to their specific needs. In this guide, we’ll explore how to create custom templates in Docusign, provide helpful tips and tricks, discuss common mistakes, and address FAQs to ensure you’re on your way to becoming a Docusign pro!

What is a Custom Template in Docusign?

Custom templates in Docusign are pre-configured documents that you can easily fill out and send for signature multiple times. These templates save time and ensure consistency, especially when you often send similar documents. For instance, if you frequently send contracts, NDAs, or onboarding forms, setting them up as templates can streamline your process.

Why Use Custom Templates?

• Efficiency: Save time by reusing existing documents.
• Consistency: Ensure that all your documents follow the same format.
• Simplicity: Reduce the chance of errors by pre-defining fields and settings.

Creating Custom Templates: A Step-By-Step Guide

Creating custom templates in Docusign is a straightforward process. Below is a detailed guide to help you navigate through it:

Step 1: Log in to Your Docusign Account

• Go to the Docusign website and log in using your credentials.

Step 2: Access the Template Section

• From the dashboard, click on the Templates tab located in the navigation bar.

Step 3: Create a New Template

• Click on the New button and then select Create Template from the drop-down menu.

Step 4: Upload Your Document

• Upload the document you wish to turn into a template. This can be a PDF, Word document, or any other supported format.

Step 5: Define Template Settings

• Template Name: Give your template a recognizable name.
• Description: Write a brief description of the template for easier identification.
• Branding: If applicable, select your company branding.

Step 6: Add Recipients

• Click on the Add Recipients button to include the individuals who will need to sign the document. You can assign roles such as signer, carbon copy recipient, etc.

Step 7: Place Fields on the Document

• Using the drag-and-drop functionality, add fields (like signature, date, text boxes) to your document. Be sure to assign these fields to the appropriate recipient.

Step 8: Save Your Template

• Once you have customized your template, click on Save and Close.

Step 9: Test Your Template

• It’s a good idea to send a test document using your newly created template to ensure that everything works smoothly.

Additional Tip: Organizing Your Templates

Consider organizing your templates by categories (like contracts, agreements, etc.) for easier access.

<table> <tr> <th>Template Category</th> <th>Examples</th> </tr> <tr> <td>Contracts</td> <td>Employment Agreements, Service Contracts</td> </tr> <tr> <td>Non-Disclosure Agreements</td> <td>Confidentiality Agreements</td> </tr> <tr> <td>Onboarding Forms</td> <td>New Hire Information, Tax Forms</td> </tr> </table>

Common Mistakes to Avoid

When creating custom templates, it’s easy to overlook certain elements. Here are a few common mistakes to avoid:

• Skipping Field Assignments: Ensure that all fields are assigned to the correct recipient. If a signature field is not assigned, the document will not function as expected.
• Neglecting Template Description: A clear description can save you time in the future when searching for templates.
• Failing to Test: Always send a test document before relying on a template for critical tasks.

Troubleshooting Common Issues

If you encounter issues while using Docusign, here are some quick fixes:

• Document Not Uploading: Ensure that the file format is supported and that the document is not excessively large.
• Fields Not Displaying: Make sure you have saved the template after adding fields. Double-check that you are viewing the correct template version.
• Signature Issues: If a recipient can't sign, verify that they were added correctly and that they have the necessary permissions.

<div class="faq-section"> <div class="faq-container"> <h2>Frequently Asked Questions</h2> <div class="faq-item"> <div class="faq-question"> <h3>Can I edit a template after it has been created?</h3> <span class="faq-toggle">+</span> </div> <div class="faq-answer"> <p>Yes, you can edit a template at any time by accessing it in the template section and selecting the edit option.</p> </div> </div> <div class="faq-item"> <div class="faq-question"> <h3>Are there any limits on the number of templates I can create?</h3> <span class="faq-toggle">+</span> </div> <div class="faq-answer"> <p>Generally, there is no limit on the number of templates you can create, but it may vary based on your subscription plan.</p> </div> </div> <div class="faq-item"> <div class="faq-question"> <h3>Can I share my templates with others?</h3> <span class="faq-toggle">+</span> </div> <div class="faq-answer"> <p>Yes, you can share templates with other users in your organization based on your account permissions.</p> </div> </div> <div class="faq-item"> <div class="faq-question"> <h3>How do I delete a template?</h3> <span class="faq-toggle">+</span> </div> <div class="faq-answer"> <p>To delete a template, go to the templates section, select the template you wish to remove, and choose the delete option.</p> </div> </div> </div> </div>

Mastering custom templates in Docusign can transform how you handle document signing, enabling you to save time, maintain consistency, and enhance your overall efficiency. Remember to test your templates before sending them out and avoid common mistakes to ensure a smooth signing process. Practice regularly and feel free to explore additional tutorials to continue enhancing your Docusign skills.

<p class="pro-note">🌟Pro Tip: Always keep your templates organized for quick access when you need them!</p>