Creating templates in DocuSign can save you a lot of time and effort when sending out documents for signature. With templates, you can create a standardized form that can be easily customized for each recipient. In this post, we’ll walk you through the steps of creating a fillable template in DocuSign.
To get started, click on the templates tab in DocuSign to be brought to the template management screen. On the left side, click on new to create a template. Once you’ve created a template, you can start customizing it to fit your use case.
The first step is to name your template so that users know which form it is. Next, upload the document into the template by selecting from your local drive or one of DocuSign’s many other options.
For each person who touches the document, add them as a recipient and name them. This defines the order you want the document to automatically route but also acts as a placeholder for DocuSign tags that we’ll cover in the next page.
In this scenario, there is a requester and their director who needs to sign off. But there are also scenarios where the VP needs to sign off any time a request is over 50k and the CFO only needs to sign off when requests are over 250k. So, we’ll add them as conditional recipients.
On the next screen, we get to define what each person does on the document and where. In this case, the requester has to input some text, so we’ll drag and drop the text boxes where they need to input that information.
We can use the date sign tag to automatically populate the date submitted for the requester. We can use radio buttons to define single answer scenarios like yes and no. We can also require more or less information to be collected based on answers using what we call conditional logic.
Drop-down menus can be used as well to only allow selections that you choose, like project location. This can be entered in designated boxes or typed out with semicolons separating the answers.
Attachment tags can be used to collect documentation or pictures from individuals as well. You can even include a little message for them as they hover over the tag using a tooltip. Most tags should be made required to ensure that all parties involved input the necessary information, but you can also make some things optional.
For cost and quantity, we can make sure these are actual valid numbers and we’ll label these something memorable so we can easily reference them later. Using a formula tag, we can do a lot of different calculations. We can automatically calculate out the subtotal for each project but also the entire total for the request.
As mentioned earlier, the VP and CFO only sometimes need to sign off on a request, so we can add them as conditional recipients based on the total requested amount. The VP needs to sign off when requests are over 50k, and the CFO needs to sign off when it’s over 250k, which we can specify here to make sure that it’s going through the proper approval process based on the requested amount.
Lastly, we’ll change the director’s tags to specify where they’ll need to sign, along with the VP and CFO when the conditions are met. From here, we’ve created the template, and now we can easily share it out to everyone in the organization.
Creating a fillable template in DocuSign may seem overwhelming at first, but with these simple steps, you can create a template that streamlines your document process and improves efficiency.