How To CREATE And Use DOCUSIGN TEMPLATES in 2022 Step By Step TUTORIAL
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- เผยแพร่เมื่อ 14 ส.ค. 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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![How To Create DocuSign Templates That Overlay On Word Documents 2021 [TUTORIAL]](http://i.ytimg.com/vi/20gez4BKdKU/mqdefault.jpg)
![How To Create DocuSign Templates That Overlay On Word Documents 2021 [TUTORIAL]](/img/tr.png)
I wish I found your video first before I wasted time watching a bunch of people confuse me! Very clear and well explained. Showed many options that people might encounter. 10 minutes was the perfect amount of time! The OCD tip was STELLAR! Thank you!
Haha thanks Liz! Loved that comment - made my day! Cheers
Sorry for having called you Kim, Liz! ;)
@@Solusign LOL - no worries.
My mind is straight up blown by some of the nuanced features
And you haven’t seen it all yet tbh ;)
Very Helpful. Thank you very much. They seem to have updated the docusign menu on the left, but this is still helpful in pointing you to the right controls to use.
You're welcome :)
I'm a beginner. This was perfectly explained. Viewing this tutorial helped a ton. Thanks!
Thanks Patrick! ;)
This is precisely the information that I was looking for and presented at the perfect pace! I also really appreciate your self-professed OCD because I like to get all those details right too, to make the best possible impression on the person filling out the form.
This video gave me so many good DocuSign tips that I can use even outside of templates!! Thank you for the help - I hadn't even noticed those text justification buttons before so that blew my mind, haha. No more placing things "just so"!
Thanks for the helpful tutorial! I am also what you would call OCD and like lining things up just right - love the detail you showed here!
Welcome to the OCD team!
It’s called attention for details
Your tutorials are truly lifesavers!
😊
Thank you so much for this! Especially for going into to detail on how to align all the fields.
You are so welcome!
This is exactly what I needed and easy to follow. Thank you for this video!
Thank you!
Excellent presentation with precise informative information. Great pace.
Nice to see you making videos Sofian!
Thank you Paul :)
Thank you for such a great tutorial! This was simple and conscience - exactly what I needed to understand the basics! I've done a few tests out of the sandbox for the single doc sends already (sandbox is also huge help so I'm not junking up my account) and now, on to the next video!
Thanks for sharing, Nancy! I’m glad that you find the videos helpful!
Same feelings as Nancy H, thanks so much!
Thank you for the tip to use the arrow buttons to be more precise!
You’re welcome :)
Clear, concise, effective... thank you!
Glad it was helpful!
This is so correct; so detailed, yet brief. Thanks!
Thank you :)
Thank you, Great video details are easy to follow.
This is a really helpful tutorial! I have a Business Pro account but do not have the ability to edit the email subject for each recipients as shown in this video.
You need to go to sending settings in DocuSign admin settings
@@Solusign Thanks so much - that worked!
Thank you! This was very helpful.
Thank you for this video. I needed this as a new docusign user!
Thank you so much for the lesson! Very helpful!!
That is awesome. a good tutorial.
Thank you, very useful! Especially the mention of a sandbox account option
Very welcome 🤗
excellent teacher! right to the point!
Glad it was helpful!
Many thanks!
Great, great training!
Thanks for sharing ;)
Thank you so much for this video. This will save me so many envelopes with testing forms. I have reached out to docusign repeatedly trying to figure out why a power form that i have set up for 2 signors no longer will allow the second signor to fill in their info with their name and email so they can sign the form. They told me to recreate the form and i have but same problem. Any ideas would be appreciated. I did upload the problem form into the demo account but it didn't keep the power form settings so i set up as a power form in the demo account and it works. Is there a way to now take that power form from the demo account and put it into my active account without losing the power form settings? Thanks so much
Unfortunately no way to move the Powerform to production as it won’t have the same link. I can’t tell you why the issue happened in the first place without looking into your account however what you’re doing to rectify the issue is the right thing to do.
This helped a lot! Thank you!
Thanks for sharing Jess 🙏
Welcome to the Solusign community!
This is sooo helpful! Thank you so much!
You're so welcome!
Great tutorial. Better than the videos made by DocuSign!
Let me know if you’ve got any ideas for other videos that could help you ;)
Informative and helpful. Thank you!
Glad it helped Aaron!
Thank you very much for this video, was so helpful!
Glad it was helpful!
Looooooved ittttt 🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼
Thanks :)
Excellent! Thank you!
Glad it helped, stay tuned for more DocuSign tutorials very shortly ;)
Great for the newbie, thank you
You're very welcome!
This is superb! Very very helpful
Thank you for sharing 🌟
Glad it was helpful!
Great lesson and explanation.
Thank you!
Hi Sofian! Question - if I create and test a document in Sandbox, and it works well, is there a way to move it or copy it over into my regular Docusign account?
Hey Katie, yes you need to download the template and import it in your production account. Make sure the setting “enable template upload” is turned on in your production account (sending settings)
My version doesn't have this? It goes directly from upload document to placeholders,,, doesnt show recipients.
I am showing how to do this with the free developer account, it’s the same thing but the recipient placeholders are on a different screen :)
So helpful!!
Let me know if any other ideas of video that would help you!
Thank you very helpful
This is great but how do I add multiple letters that first need to be signed by 1 Manager before being individually signed?
You need to add multiple recipients and play with the signing order. Totally doable!
Thank you!
Thanks for the love!
What if the recipient has 2 first names/last names? When i try to send using their full name it takes away part of their name. Do you know a way around this so the full name populates or is there a way to specify what is part of the first name/ last name when sending?
Hi Summer,
Nope I don’t believe this is possible. I never had that problem, you’re saying that the name gets cut because it’s too long?
Thank you!!
Welcome 🙏
I am curious after watching your video, is it possible to create a dynamic template that can be used solely on the iPad Pro? I am getting tired of going into word to change info, then upload document on laptop to DocuSign to send the envelope. I wish I could just use iPad!
Alex, that’s a good point. And yes, you can by following this process outlined in my video called
DocuSign MAIL MERGE: Bulk Send Envelopes In SECONDS With ZAPIER And DOCUPILOT
Hi. Great video. Is there a way to have a field copy the data from a different field? Ex. I would like the Company Name to not have to be reentered each time it is used in the document. Thank you
Hey Daniel! That's a tricky one. Company field can behave in two ways depending on your recipients' DocuSign setup:
Situation 1
The recipient has DocuSign and has added their Company name in their "My preference" section, then the field will populate automatically during the signing process.
Situation 2
If the Recipient doesn't have a DocuSign account OR if they have DocuSign but haven't added their company name in the "My preference" section, the field becomes a text field. I have never tested whether the data will replicate in fields with this Option, in case the field appears multiple times on the document.
Hi Sofian - my first bit of research into document templates and filling them - this is almost totally what I've been seeking (I think) for the last year!! My Wife recommended Docusign. However, with the email sending facility (Sandbox?), does it link with my business Microsoft Outlook email system i.e. will I see sent and received emails in my Outlook account?
Hi Philip, the envelopes will not sync into your email account, no. They will remain into your DocuSign inbox.
Is there a way I can create this template (for a contract) for my company, and anyone from the company can access it to send to customers? I am not the only one who sends contracts out. Thanks for your help, the video was excellent!
Yes you need to share the template after you created it. I’ll make a video about this next week ;)
Hello, I was wondering if there is a way that you can create a document in Docusign that is totally 100% made in Docusign and not uploaded than added values to later? Or would I have to upload a blank page than create the document that way or just create an entire document in word and than upload for digital conversion in Docusign?
You cannot create a document in DocuSign, unless you want to upload a blank document and use fields to add your text, which isn’t ideal.
Short answer would be “no”
How do I create a template that the creator can edit in the set up and then only the signer can add text and /or click appropriate boxes... I cannot find the video for dynamic templates.
Checkout my video “how to prefill envelopes”
question, can you make a video as to how to share templates to your other users. My other users aren't getting the made templete on their "Shared with me" when i share it to everyone. This would be a huge help!!
Hi Jeronimo,
Thanks for the idea! I’ll add this to my list of the videos I need to make. There’s so many! Cheers
Sofian, as I send the template to various recipients, I would like the document to include the recipient's name in the title of the document. Am I able to add some sort of code to the name of the template such that it adds each recipient's name to the document title? Similar to how you can add each recipient's name to the Email Subject.
Hey Justin, you can’t edit the document from within DocuSign. You need to create a mail merge document for that. Checkout my mail merge or bulk send videos and if you need more help you can book a call with me
calendly.com/solusign/vip-docusign-support-1h
Is there a way for a signer to check a checkbox to duplicate the physical address for the mailing address?
Yup, label both address fields the same and make the duplicate address conditional to whether the box has been checked or not.
I would like to click the "New" button but it is not there. Could this be because I do not have the main/manager account?
Yes, you don't have the right permission profile
Will Docusign allow me to create a document where the recipient can fill out a questionaire? I want to be able to ask questions and they will need to type in their answers. Thanks
Yes you can do that
@@Solusign thanks
I have created a template with those signature prompts. I need to send the same document to several people, but each one needs to be independent. As I am sending each envelope to individuals, Docusign shows a message "waiting for the others" and I am afraid that these won't end up as individual documents. Why does Docusign have that "waiting for other's" message? Thanks for any help.
Hey Sylvia, without seeing your screen it’s a little hard to tell whether you’ve made a mistake or not. Waiting for others just means that they haven’t acted on the envelope yet, but doesn’t tell me if you sent the sane envelope to multiple recipients or individually. Go to your inbox and “sent” folder. You should see if there’s 1 or more envelopes that were sent
How do you use the radio buttons to create a questionnaire with 14 separate yes or no questions? When I put the radio buttons on each question, it shows them all being linked so only 1 question in the list can be yes.
You need to create different radio groups, instead of adding a new button to the group, drag a new set of radio buttons for each question.
Thank you
You're welcome
Hi Sofian, Please how can I add my original signature to a document instead of the default signatures provided on DocuSign website?
Hey Joy, easiest way is to download the DocuSign mobile app and draw your signature in there and save it. It will then be applied to all your docs moving forward
This is great. What if I want to prefill some fields on a blank document as part of the template and then just have the client fill out a few fields?
Yes that’s absolutely possible!
@@Solusign Hi, great video. Is it also possible to prefill fields and then the client can change the prefilled fields.
@@fortheloveofcoffee1482 Absolutely, after you've created your template, click on 'use', then enter recipients details and click on 'advanced edit' then fill in the fields and send the envelope. Recipients will be able to change the info contained in the field if they want to :)
@@Solusign thanks!
How were you able to get the option to click on Custom email and language for each recipient?
You can turn on that option in the sending settings subsection of the settings page
My word document is getting converted into pdf why so while using docusign Please help
Hi Mary, when you upload a non-PDF document to DocuSign. It will automatically get converted to a PDF.This is totally normal and there is no way to change this
How i can send auto the same one template via Zapier to 2 or 3 role? Can u help me
You can do it through API call, not through the out of the box functionality
I have created templates as a Realtor. I have tried to apply the templates to the forms I need them too, however they never apply even after they say they are applied.
You are probably doing it wrong
Hi Sofian.. how do I add role? I can't find it on settings
Hey Luz,
After you create a template and add your document, you should see the role field.
Issue that I'm having now is that most of our clients will be signing these forms via mobile. I have to create literally hundreds of forms because we are a multiservice law firm. I can make the forms look and function great on desktop but when clicking on the recipient view and selecting mobile, the form fields are distorted all over the place.
Is the mobile viewer really only intended to be used where theres not much data entry on the client side? I.E. just a signature box and not much else?
Hello Joshua,
It’s very difficult to build mobile friendly forms within DocuSign. it’s better to use a mobile form connector such as jotform which is fully mobile to collect info which then feeds data into DocuSign which is just used to collect the signature.
I can send you some info by email just email me at sofian@solusign.com
What is the docusign app you use and is it free ?
Hi Sofian, I need urgent help, If I have 3 signers need to answer the same question by using Radio Button, For Example, If one of the signers select the "Yes" Radio button and others select "No" then I need the Question answer to be as "Yes" for all signers, How can I create a rule to make this condition, Appreciate your quick help
Only seeing your comment now, hope you managed to fix it :)
Hi Sofian, i have a bunch of single pdf documents (which i already made earlier using word and mail merge), which i want to send to some receipents. When i see your video about bulk receiptent it does content a blank document and you put some field to fill the form. But, can i have my documents sent in bulk too? I need to send a single copy to 4 persons in one way (while i have around 60 documents to send)
Unfortunately not, you need to do the merge in DocuSign, not in Word using a CSV. Documents won't look as polished, though.
@@Solusign ah too bad, but thank you for answering
is there some type of mail merge if you need to submit multiple envelopes using one template?
Yes, checkout my BULK SEND CSV video ;)
Hi Sofian. How would I separate the documents that I put in 1 template?
Hi Chantal,
1. Duplicate the template as many times as you have separate documents.
2. In each duplicate, delete all extra documents you don’t need
Thank you Sofian!
Hi Sofian, need a help, can I sign first and send it for signature? Also if i am sending the same document to multiple people do i need to sign each time?
Yes to both :)
@@Solusign Help...I have a developer account (thanks to your video) and I'm trying to first. From 'Manage' I selected 'New'->'Sign a document'. I select the template i've created but the template never populates to sign :(
Hey Sofian, I have DocuSign and Salesforce connected and am sending a DocuSign document from the standard Contact object. However, the DocuSign Recipient Status is populating on the Account object instead of contacts, and the DocuSign Status is not populating anywhere. Do you have any idea why this is happening and how to fix this?
Thank you!
Hey Cherry,
Sounds like the mapping is incorrect, you need to go to the integrations settings within sales force and custom tags, then check which salesforce field is mapped to the DocuSign field ;)
@@Solusign Thank you so much! It's working now.
Hi there,
Can I pay you to create a template for me?
I've got all the forms. But I'm just getting error messages and need a little help converting the form to a usable Docusign fillable form.
If you're not available, do you know an IT solutions provider that does this type of contract work?
Thanks
Please contact hello@solusign.com and we’ll take care of it. Thanks
Hello
Hello Your link is not working. Can we have a quick exchange please ?
Hello what link isn’t working, please?
Sorry about that, my email is hello@solusign.com
I don’t understand!!
Ok!
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No need to watch the entire video. A waste of time. When you are teaching, you should begin with the fact that you are modifying an existing document THEN adding fields to the document in DocuSign. I think it is self-explanatory that you can send the email and add the subject.
Do you have an email where I can contact you? Would like to get a quote on some digital signing projects.
Sure, it’s hello@solusign.com