DocuSign
Product Walkthrough
DocuSign
Demo video
- DocuSign eSignature templates can expedite the document sending process and minimize errors, especially for repetitive documents like non-disclosure agreements or those sent to the same group repeatedly. - Creating a template involves naming it, uploading documents, and setting recipient roles. Customizable email subjects and messages can be saved in the template for future use. - Advanced options allow management of recipient privileges, reminders, expiration dates, and modification settings. After saving, recipient fields can be assigned by dragging and dropping them onto the document. - Similar templates can be created by copying an existing one, and envelopes can be saved as templates for future use, with the ability to update names and make adjustments.