Creating a Template quick start guide - DocuSign

Creating a Template Quick Start Guide
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• Turn on auto navigation: Select this option to turn on auto navigation for the envelope. If
this is not selected, there is no auto navigation in the envelope.
• Must be a signer to view signed documents: When this option is selected, recipients will
only be able to see documents that have Signature or Initial tags assigned to them or that
do not have any Signature or Initial tags.
Reminders and Expirations Settings
Optionally, you define rules to remind your recipients of their signing tasks and to expire your
envelope if it is not signed.
Sender Settings
This section lets you select to stamp the envelope ID on the documents in the envelope and has
the active Envelope Custom Fields for your account.
When you are done changing any Envelope Settings, click Next to begin tagging the documents.
Adding Tags
On the Add Tags page, you will add signature, initial and other information tags to help your signers
know precisely what actions you want them to take, where in the document you want them to sign,
initial or add information, and in what order.
1. To assign a signature, initial or other tag to a recipient, click on the recipient’s name on the left
side of the page and the Tag Palette is shown below the recipient’s name.
Click and drag a tag from the palette and drop it on the document. For more information about
tags and how to change tag properties, refer to the DocuSign Service User Guide for more
information about DocuSign tags.
Note: When adding tags, you can open the properties for the tag and select Required or Locked
to require or lock the tags. Locked tags cannot be removed when a sender opens the template.
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