Summary: How to Update Fillable Forms Using DocuSign
This guide provides a step-by-step process for updating fillable forms within DocuSign, a platform for electronic signatures and intelligent agreement management.
Main Points
Accessing DocuSign:
- Navigate to the DocuSign website using your web browser.
- Log in to your account using your registered email and password. A password reset option is available if needed.
Locating and Editing Templates:
- Once logged in, access your Templates from the navigation bar on the DocuSign homepage.
- Templates are pre-saved forms that can be reused, saving time and effort.
- Find the specific template you wish to update.
- Click the three-dot icon next to the template name to reveal a dropdown menu.
- Select Edit from the dropdown menu to open the template in an editable format.
Making Updates and Saving:
- Within the editable template, you can:
- Make necessary changes to fillable fields.
- Adjust the layout.
- Update any required information.
- After making your changes, it is crucial to save your updates to ensure they are preserved for future use.
- Within the editable template, you can:
Key Takeaways
- DocuSign offers a user-friendly interface, making it accessible for both new and experienced users.
- Utilizing templates significantly streamlines the process of creating and managing recurring forms.
- Regularly updating templates ensures that your documents are current and accurate.
- Following these steps will help you manage your digital agreements efficiently and enhance your workflow.
Actionable Insights
- Proactively review and update your frequently used DocuSign templates to maintain accuracy and relevance.
- Familiarize yourself with the template editing features to make quick and effective modifications.