Docusign Documentation

How To Use the Template

Click the ‘NEW’ button and select ‘USE A TEMPLATE’.

use the template 1

 

Select template to use

use the template 2

 

Select Recipients

Here you can select the recipients and customize the email that gets sent out.

use the template 3

 

Once on the ADVANCED EDIT, you can add more documents to the envelope, recipients and customize the message to all recipients.

use the template 4

 

  • Fill in names
  • Hit Next
  • SEND