Creating a Template quick start guide - DocuSign

Creating a Template Quick Start Guide
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2. Type the name for your template in the Template Name field.
3. Optionally, type a description of the template in the Description field.
4. Optionally, you can also set password security so that only users that know the password can use
the template.
Select the Password protected check box, the New Password dialog appears. Type the
password in the New Password field, retype the password in the Verify Password, and then click
Save.
5. Optionally, you can share the template with groups or other account members. To share a
template:
• Click the Groups tab. Select the groups that will have access to the template. Click Select
All to select all the groups in the list. All templates are automatically shared with the
Administrators group.
• Click the Members tab. Select the members that will have access to the template. Click
Select All to select all the members in the list.
Note: Due to the way Group and Member template access is tracked, Members that are part
of a selected Group are not shown as selected when viewing the Members tab.
6. Go to the Documents for Signature section to add documents to the template.
Adding Documents to a Template
In the Documents for Signature section, you add documents from your computer or an online external
document.
1. Select the source of your document:
• To upload documents from your computer: click Browse from my Computer, the File Upload
dialog box is displayed. Locate the file on your computer or network and click Open. The
document is added to the template and a thumbnail image of the document is added to the
section.
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