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Click the Templates tab on the top of of the screen.
Click the blue NEW button on the left-hand side, and then select Create Template.
This will open the Prepare Template screen, and begin the process of creating a new template. The fields displayed on this page are as follows:
Template Name and Description - This is the title for your template/form, as well as an optional description for it.
Add Documents - This is where you will upload your documents that you want digitized.
Select Upload.
Find the document you wish to digitize on DocuSign and select Open.
The document will be uploaded to DocuSign.
Add Recipients - This is where you will specify who will be receiving this form. Some notes about this section:
The Set signing order checkbox, when selected, makes it so that your recipients receive the form in order instead of at the same time. I highly recommend checking this box and ordering your recipient list accordingly - the topmost users will receive the form first.
The Role field can be generic - ‘Student’, ‘Parent’, ‘Supervisor’, etc.
The Name and Email fields do not have to be filled in, however, if you have someone specific who will be receiving the form, you can fill in their information here.
On each recipient, you will see a drop-down box that says Needs to Sign. This is selected by default, and indicates that the particular recipient needs to sign the form. You can expand this box and select a different option for this recipient as needed:
The most commonly used items are Needs to Sign and Receives a Copy, but feel free to test the other functions to see what works best for your workflow.
Under the Customize drop-down menu, you can select Advanced Settings to further regulate what your recipients can and cannot do to the form when they receive it:
Message to All Recipients - This is where you can customize the language verbiage of the email received by the recipients when the DocuSign form is sent.
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Signature - Places a Sign box on the document for signatures. Recipients will be able to click this box and digitally sign documents.
Date Signed - Automatically generates the date in a MM/DD/YYYY format when a document is signed.
Name - Automatically places the name of the recipient.
Text - Allows you to place text boxes of variable length for short answers or other information.
Checkbox - Places a checkbox group on your form.
Clicking the '+' button adds more checkboxes to this group. These boxes can be individually moved and placed.
Radio - Places a radio button group on your form.
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The name of the Template on the demo environment.
Optional - We are able to connect your template to Perceptive Content upon request. If you want the completed, signed form to file into Perceptive Content, please include:
The drawer in Perceptive Content you wish the form to file into.
The document type (DocType) for the document in Perceptive Content: transcript, email, application, etc.
Once the IT Help Desk receives your work order, a technician will find your template on the demo environment and download it. They will then upload it to the production environment, create a PowerForm link, and provide it to you. If they have any questions regarding the template, they will reach out to you first before moving it to production.
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