How To Create DocuSign Templates That Overlay On Word Documents 2021 [TUTORIAL]
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- เผยแพร่เมื่อ 10 ก.ย. 2024
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👋🏼 Hi, I'm Sofian, the Founder of Solusign Consulting, a US-based consulting firm helping businesses automate their document workflows and tedious manual tasks.
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Your videos really helped confirm that I was doing things right, thanks!
Awesome :)
Anchor text does matter because screen readers pick it up. It really should reflect the field name and preceded by something that tells the listener that they should choose to ignore it. We use placeholder_...
Interesting Tara, what do you mean by screen readers?
This is an incredibly helpful video and EXACTLY what I was teaching for! Thank you so much!
Thanks Kathleen 🙏
I guess im asking the wrong place but does anyone know of a tool to log back into an Instagram account?
I was stupid forgot the login password. I love any help you can offer me.
Is there a way to wrap text in pre-fill tools? If I type too much, the text box will overlap the document wording. How do I fix this?
Nope you can’t control how the text fits inside the fields but you can add the “fixed width” property to ensure boxes don’t expand. Other option is to make the font smaller to fit more characters
Thank you ......... and once again Thank you : I was searching for "how to do" !!!!!
Welcome!
Great! Thanks from Sao Paulo, Brazil.
You’re welcome Haldir ;)
That was so helpful! Thank you!!
Pleasure Karin, don’t hesitate to leave your questions in the comments
I placed the /s1/ autoplace in my document and it didn't place the signature field on it. What did I do wrong?
You have to enable “allow auto-tagging for senders” in sending settings
Hi Sofian, I did all the steps you mentioned but no where do I see the 'send an envelope' on the homepage to apply the template? Only 'drop documents to get started' Is this for an upgraded version?
Start by dropping your document and then you should see the same options but organised differently, I’m using the old DocuSign experience and you’re using the new one. Same but different ;)
Thank you for your videos, In DocuSign I need to share the signature of a field with several recipients, Once it is done by one of them, the form will be completed. How I can do this?
This was helpful. In the final document, why are the name and date in the incorrect field? For the company date, it has the name. And for the name, it has the date.
Was hoping nobody would catch it! I just misplaced them but only realised when editing the video;)
Hi Sofian,
How to set the pre-fix template? I noticed you have the template with highligthed in yellow.
I need to use dynamic receipient option. So, when we apply the template, will the information auto-fill according to information we have? What if we have many candidate?
Hi Sharifah, sounds like you need to use the CSV option rather than dynamic template if you have many recipients. It’s challenging to help you without seeing the documents.
If you want us to do it, just send an email to hello@solusign.com
Hi Sofian,
How do you set up AutoPlace on .xps and .pdf files please? My documents get pushed from a system, not uploaded, so I don’t have control over the file format nor have the ability to add specific keywords on the documents to use in AutoPlace.
Many thanks!
Hi Razy! You should be able to add auto place to PDFs following the same method in the video. XPS don’t work very well with auto place. It depends on how the system renders the data. Often, this won’t work and can only be solved with an integration...
This is very helpful, thank you. Do you know if it is possible to use dynamic templates for employment contracts that need to be split in two vertically? (English on the left and another language on the right)? The languages are split by a solid line, the purpose being that the user can see the direct translation for each section of text. Also, can the fields (e.g: signature) be translated also? Thanks in advance
Hi Sofian,can we edit the document using dynamic template.
I’m not sure what you mean exactly
I appreciate your great videos! I would like information on how to fill in the dynamic fields on the actual letter that you used for this template. Is there a video on that process??
You just need to fill it out in word
@@Solusign If I have a bunch of them to send how do I mail merge and then send?
You do the mail merge outside of DocuSign, in Word and then you upload each document one by one OR you use a document generation tool that’s integrated with DocuSign. Checkout my video on Docupilot
Very informative video. In our case though it's a little more complex since we need to be able to trigger the process from a Power Automate flow. The available DocuSign connectors don't allow us to upload a document so we can only use pre-defined templates. However we have a procedure prior to the signature that create and fills a document independently. That document is thus dynamic even though it is based upon a Word template.
The only way we have found so far to automate the signing process of dynamic documents through Power Automate is using an HTTP POST request and building a complete json for the envelope. That works but is not very intuitive to configure for example the placement of fields and such.
Would you know a better way to achieve this?
Check out my automation video on“docupilot”. That might give you some ideas. You can use SOLUSIGN10 as the promo code for a 10% lifetime discount
@@Solusign Thanks, I'll have a look.
I learned a lot here... thank you. My question is... how did the customizable fields (yellow on your document) get filled in? I was thinking you were going to merge in docu-sign, but instead, at 9:02, they were already filled in... Can you explain please? (I've been trying to figure out how to create a dynamic-document template for YEARS!). Thank you.
Ok I think that what you are referring to is the ability to add some variable information to envelopes generated with a static document template.
I edited the fields in Word and not in DocuSign because the document wouldn’t look good if I added the fields due because of too much white space has to be allocated for the DocuSign fields.
If the variables are located between static text, it’s better to do create a Word document and upload it to DocuSign + overlay the template.
If the document you’re sending already has placeholders for the variable text such as an application form, then you can add them as fields in DocuSign.
Great videos! So helpful! My little workaround here is I set up the template with 2 recipients- the first one is the user (person generating the document for the client) and assign customizable fields (yellow on your document) to the user. So the user receives the document first via docusign and customizes for the client. Then the doc proceeds to the client. Kind of an extra step but not really since the user has to complete the customization anyway.
@@Solusign How do you set up the Word document fields? Do you name them or tag them the same as template fields?
The variable data comes in via an integration from other software (eg: HR Software if an employment contract) or a CRM.
@11:12 - just caught this.. in the CANDIDATE section, your name and Date are on the appropriate lines. However on the COMPANY X section, your Name is on the "Date" line, and your Date is on the "Name" line... ya might want to fix that one... This must have been recorded on a Monday.. Hahaa
Good catch :)
Hi Sofian, great videos. Are anchor tags only available for Salesforce customers? I have a PDF generator set up that produces agreements with info unique to each client, and I would like to automate the creation of the envelope using Integromat if possible. Any guidance would be appreciated.
Hey Max, it really depends on the tool but anchor tags aren’t only for Salesforce. I use them all the time with Zapier. Checkout my DocuSign mail merge video. This might help you figure out what you need.
Great video, easy to follow. Just one question unanswered. My pdfs are generated and based on the content imputed into a system so the page count can vary. Each page needs to be initialed. How do I set up a dynamic template that will place an initial field on every page?
Just create a template with a source document (can be a blank doc)
that contains the same number of pages as the document that needs to be initialed. Place an initial field exactly where you would want the initials to go on each page.
Then, save this template. Upload the document and overlay the template on the doc!
how can i add my signature in a template, I mean template to be already signed?
You just need to add the signature as an image file on the document and use this as the underlying document in your template
Thanks :)
Welcome!
I have created template. There is one Payment field. My requirement is even though everything is same for all client payment amount can be different for client to client. How to achieve this? I am using Power Automate to send envelope.
You can use the payment field with a fixed, set or calculated amount using formulas. You can also specify the amount if you are using eSignature API to send the envelope
@@Solusign Thank you for responding. Problem is there are two signers. First signer is my employee and second is customer. Document will first come to employee for signing. At this stage whatever amount my employee enters. That should be the payment amount for customer. But, DocuSign doesn't let me change another signer field. I mean customer can enter their own amount during signing. But, that is pointless. And employee can't change payment amount for customer. Because payment field is set for customer.
Why is the first signer your employee? It should be the client. You need to remove the employee, give all fields to the client and make the ones you don’t want them to edit “read only”
Can you send an email to sofian@solusign.com
I'm not seeing an option to create different email subjects/messages when setting up the templates.
You have to enable “enable custom recipient message and subject” in the sending settings
@@Solusign good day to you, may i know this function is it only admins rights can do in Live environment case, because under Demo environment it have appeared?
Yes you can find this under sending settings in the admin page
@@Solusign ok noted. May i know if it will be applicable for all people who be using my template for sending will be able to do it without enable the settings or all sender using my template must be enable this functions as well?
@@dolphinloh7018 they can choose if they want the option or not
How do I do ancho text for a formula field
The same as for all other fields: set up auto place in the location tab ;)
Hey I'd love to talk about consulting - how to advance?
Hey you can drop me an email at sofian@solusign.com
What does eligible for Matching mean? I can see that under the names of the Templates
If a template is eligible for template matching, DocuSign will try to apply the template on documents that you upload when creating a new envelope. If you exclude from template matching, the template will never match automatically with the document you upload, and you will need to apply it manually.
WHY THE BACKGROUND MUSIC??? Hard to hear you with white noise music in background
Why are you so angry with life that you only notice the negative instead of saying thanks. There are a million ways to give feedback, try saying something nice next time ;)
how do I anchor a field in a dynamic document with formula fields?
Hey Abby, the video shows you just that, I'm interested in knowing what you don't understand. Can you explain further?
Typo at 1:12: Dyamic instead of Dynamic :)
Thanks Ricky!
too long and complex.
Thanks for the feedback :)