How to create a new template in DocuSign

1)

Welcome

In this guide, we will learn to create a new template in DocuSign

2) Click on "Templates"

3) Click on "Create a Template"

4)

Add Documents to your Template by uploading from local system or cloud

5) Click on "Next"

6)

For Placeholders, add recipients to represent each role or person who will sign your documents

Generally, these will be just roles like "Tenant", "Buyer", or "Client".
But if you have a specific individual who will sign or receive a copy of every envelope sent from this template, you can add their name

7) Click on "More"

8) Click on "Add name and email"

9)

Enter Recipient Name

10)

Enter Recipient Email

11)

After adding all your placeholder recipients, click NEXT

12)

Prepare your document by adding fields for each placeholder recipient to complete

13)

After placing all your fields, click NEXT

14)

For Summary, review your template

15) Click on "Save Template"