refasx.blogg.se - Docusign changing document info

DOCUSIGN CHANGING DOCUMENT INFO HOW TO

This allows you to easily update recipient and signer details next time you send a document. You can add a named person to a template, but you can also define placeholder roles. What is the difference between a template and a document?Ī document is usually sent once, whereas a template allows you to streamline the sending process when you frequently send the same or similar documents. You can easily make changes to a template you have created and customise your document. A template can include multiple files, allowing you to send to one or more recipients, and can include the signing instructions.

When you need to send the same recipients a different document, e.g., sending a report to your Board of Directors for their approval.

When sending the same document or forms to different recipients, e.g., sending a disclosure form.

You can use templates in some of the following ways: Templates allow you to set recipients, roles and signing fields. Templates make it easier to send the same or similar documents frequently or send documents to the same group of people.

Ask your DocuSign Administrator to support you in ensuring your permission settings include the ability to "Create" for Templates. The ability to create Templates is based on the User Permissions provided in your Permission Set. Templates are perfect for almost any DocuSign workflow that you do over and over again and can help users save time.

DOCUSIGN CHANGING DOCUMENT INFO HOW TO

This article covers what templates are, how you use them and how to set up a DocuSign template. Discover how to create templates in DocuSign with this step-by-step guide.