Docusign eSignature: How to Apply a Template to an Envelope

DocuSign eSignature templates streamline the sending process when you frequently send the same or similar documents to many recipients or send different documents to the same recipients. There are two ways to leverage templates in DocuSign. When you use a template, the template document typically stays the same. When you apply a template, the template document is replaced. With either method, the workflow, messages, and recipient fields are applied to the envelope and can be adjusted as needed. Let's take a look at how to apply a template. Start by selecting send an envelope from the home page or agreements page and then upload your document. If template matching is enabled on your account, you'll be presented with a list of similar templates that you can choose from. After you select a template, click apply. Enter the recipient information and update the subject and message if needed. Click next, add fields to review the fields on the document, and make any adjustments. Then click send. If template matching isn't available, you can manually apply a template. Start by uploading your document. Select apply templates from the menu under the uploaded document. You can browse your templates, view templates that have been shared with you, all templates available to you, or your favorite templates. Select a template to apply and click apply selected. After the template is applied, make any adjustments and click send.