How do I edit a Docusign template?

Under the templates menu, click on My Templates. Find the template you wish to edit, and open it. In the first screen, it is possible to change the name, the description, and who the template is shared with. The document that will be signed can also be swapped out with a different document, such as a newer version.

Can you edit a document in DocuSign?

If the document has the same name as an existing document, the DocuSign Rooms for Real Estate app will add a number to the end of the newer document name. You can edit the original and new document names as needed. From the home screen, tap the Menu icon.

How do I edit a DocuSign template?

Under the templates menu, click on My Templates. Find the template you wish to edit, and open it. In the first screen, it is possible to change the name, the description, and who the template is shared with. The document that will be signed can also be swapped out with a different document, such as a newer version.

How do I create a DocuSign document?

Step 1 Upload your document. From your DocuSign Account, click NEW, then click Send an Envelope. ... Step 2 Add the recipient. ... Step 3 Add the email subject and message. ... Step 4 Add signing fields. ... Step 5 Preview and send your document.

How do I remove signature from DocuSign?

From your DocuSign Account, click your Profile image, then click My Preferences. Choose Signatures. Click Delete to remove an existing signature, or + Add New to create a new signature.

How do I enter a date in DocuSign?

You can add a time stamp to the Date Signed field. You configure the Date Signed field from the new administration view. From your administrator account, in the account drop-down menu, select Go to Admin. Scroll to Document Formatting and select a format for the time stamp.

How do I use a template in DocuSign?

Suggested clip Send Using an Applied Template in DocuSign - YouTubeYouTubeStart of suggested clipEnd of suggested clip Send Using an Applied Template in DocuSign - YouTube

How do I share a template in DocuSign?

Suggested clip Send Using an Applied Template in DocuSign - YouTubeYouTubeStart of suggested clipEnd of suggested clip Send Using an Applied Template in DocuSign - YouTube

How do I use DocuSign?

Step 1 Review the DocuSign email. Open the email and review the message from the sender. ... Step 2 Agree to sign electronically. ... Step 3 Start the signing process. ... Step 4 Verify your name. ... Step 5 Adopt a signature. ... Step 6 Save your signature. ... Step 7 Confirm signing. ... Step 8 Sign up for a DocuSign account.

What is matching in DocuSign?

How template matching works. Automatic template matching compares the files that you upload with all previously saved templates. ... To enable template matching, select Match templates to uploaded files. Select how you want DocuSign to apply matching templates: automatically or with a notification.

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Last updated on Jan 16, 2026

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some forms are not as well created. would be nice to be able to tab between fields. or when clicking in fields that should all be within the same horizontal line it would be nice if they automatically lined up rather than having to be moved like individual text boxes.

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