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Creating a DocuSign eSignature template can speed up the sending process and help reduce the risk of errors when sending out envelopes, A DocuSign template is also beneficial for any scenario where you frequently send the same or similar documents, such as a non-disclosure agreement or send documents to the same group of people, such as loan documents. To create a template, start on the Templates page, click New, and then Create Template. Enter a unique name and an optional description. Upload one or more documents to the template. For recipients who will vary each time the document is sent, such as your client's name, enter a recipient placeholder role. For recipients who will stay the same each time the document is sent, for example, your legal department, you can add a named role. You can customize the email subject and messaging and save it in the template. This messaging will be used each time you send using the template. Use the optional merge fields to add a recipient's name or...
