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Summary: How to Save a Template in DocuSign

This video tutorial explains the process of creating and saving document templates in DocuSign, highlighting how this feature can significantly streamline document management and save time.

Main Points

• What are DocuSign Templates?

  • Templates in DocuSign are pre-designed documents that can be reused to save time and effort when sending similar documents for signature.
  • DocuSign is recognized as a leading platform for electronic signatures and intelligent agreement management.

• Steps to Create and Save a Template:

  1. Log in to DocuSign:
     • Navigate to the DocuSign website.
     • Locate and click the login button, typically in the top right corner.
     • Enter your credentials and access your DocuSign account.
  2. Access the Templates Section:
     • From your DocuSign homepage (your dashboard), find the Templates tab in the main navigation bar.
     • Click on Templates to enter the template management area.
  3. Create a New Template:
     • Within the Templates section, click on the Create Template option.
  4. Add Template Details:
     • Provide essential information for your template, including:
       • The name of the template.
       • The documents to be included.
       • The roles of the individuals who will sign or interact with the document.
     • Being specific here ensures the template can be effectively reused.
  5. Save the Template:
     • After entering and reviewing all details, locate and click the Save and Close button.
     • This action saves your template, making it available for future use.

Key Takeaways

• Efficiency Boost: Using DocuSign templates is a crucial strategy for improving efficiency and saving valuable time when repeatedly sending documents for signatures.
• Avoid Repetitive Work: Templates eliminate the need to start from scratch for recurring document types.
• Secure Login: Always ensure your login details are kept secure and confidential.
• Review is Crucial: Before saving, thoroughly review your template to ensure all fields are correct and ready for deployment.

By following these steps, users can effectively leverage DocuSign templates to optimize their document management workflows.