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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 verbiage of the email received by the recipients when the DocuSign form is sent.
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A user wants the following text box to appear only if the checkbox ix is checked.
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The user will select the checkbox and then navigate to the Conditional Logic menu. They will click the Create Rule button. The following screen will then appear:
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