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USING TEMPLATES FOR CONTRACTS AND FORMS IN DOCUSIGN

Sending out a single document for electronic signature is fairly simple. You
upload the form, “tag” the fields where the recipient needs to add their name,
address, date and signature, and designate any approvers the form should be
routed to.

But most often, it’s not just a single form. In today’s remote landscape,
digital forms, contracts and documents abound, and many businesses are drowning
in the volume. According to a commissioned study by Forrester, 75% of
organizations process more than 500 agreements every month—and that’s just one
department. 

With teams repeatedly sending the same forms to multiple people, starting from
scratch each time to tag the same fields and add the same approvers gets
cumbersome and time-consuming quickly.

That’s where templates come in. 

What are templates?

Templates allow you to save and reuse the repeatable information for every form,
and simply put a “placeholder” for the recipient. This way, all you have to do
to share a document is add the approvers and press send. 

From loan applications to non-disclosure agreements and rental agreements to
purchase orders, anyone dealing with day-to-day form and contract sharing can
feel the burden. With templates, every budget approval, statement of work or
employee onboarding request is made easier.

Details vary depending on specific document needs. The bottom line is this:
templates allow you to save standard messages, fields, routing order and other
aspects of a form that remain the same regardless of who you’re sending it to.
You can still add, delete and revise text, subject and recipient information
from there. 

Where can you find templates?

DocuSign offers pre-built templates for most common contracts and forms. You can
also create your own templates for common forms that your organization
frequently sends out for signature.This means along with boosting signing speed,
you gain a built-in solution to processing and sharing documents
faster—streamlining efficiency before you even hit send. 

DocuSign eSignature customers, DocuSign CLM customers and anyone with a DocuSign
trial account can access DocuSign’s extensive Template Library. If you’re not an
existing DocuSign customer, learn more about the Template Library in the
DocuSign Community.

DocuSign pre-built templates

DocuSign has created templates for many commonly used contract forms to help
speed up the sending process and reduce your risk of errors. Here are some
examples:

 * Statement of Work (SOW)
 * Account Change Request
 * Budget Approval
 * Event Registration
 * Mutual Non-Disclosure Agreement
 * New Badge Request
 * Purchase Order
 * Sales Contract

Human Resources

 * Employee Tuition Reimbursement 
 * COVID-19 FMLA Leave Request
 * Employee Status Change Request
 * Employee Offboarding Request 
 * Employment Offer Letter
 * W4 and I-9
 * W-9

Real Estate

 * Realtor Listing
 * Residential Rental Application
 * Inspection Contingency Addendum
 * Seller's Property Disclosure Statement

Financial Services and Insurance

 * Proof of Auto Insurance Verification
 * Selection / Rejection of Underinsured Motorist Coverage
 * Automobile Claims Inspection Report
 * Joint Credit Application

Accounting

 * State Tax Form:  VA
 * Form 4506-C: Request of Transcript of Tax Return

Healthcare and Life Sciences

 * Medical Records Release 
 * COVID-19 Declaration of Symptoms
 * Statement of Investigator, FDA 1572
 * Telemedicine Patient Consent

Of course, your options don’t start and end here. If you gain access to
templates shared with you by other users, you may be able to edit and use those
as well. Additionally, you can always create templates of your own.

How do I create a fillable template in DocuSign?

To begin creating a new template, navigate to the Templates page and click New.
Follow along with the video below for the full process of creating a template.



How do you use templates?

Templates are reusable and repeatable, without being rigid. You can customize,
use and edit as many templates as you like, seamlessly adding additional files
or recipients and adding and modifying message or signing fields as you go. 

Using templates is simple, but may take you some time to get up to speed. The
basic steps are as follows:

 1. Log in to your DocuSign account, and head over to the Templates page.
 2. Select the template collection you want to choose from (multiple collection
    categories help organize all of the templates you have access to).
 3. Search, filter or scan the collection to find the template you want to use. 
 4. Use the template to start a new document.
 5. Input the email addresses and name values for any recipients—populating from
    a premade list if necessary.
 6. Enter or modify your messages to all recipients, and create a custom subject
    line to differentiate your envelopes. 
 7. Review the recipient fields.
 8. Send your envelope.

For a more detailed description of these steps, support visuals, and additional
tips, head to DocuSign’s template support page. 

If your envelope is complete with at least one file, one recipient and one
field, then follow the steps for how to use a complete template.

DocuSign offers templates for common forms, but for step-by-step instructions on
tailoring unique form templates, visit the create a template page. 

Get started with templates to reduce agreement preparation time and streamline
your sending processes today!

Author
DocuSign Contributor

Published
April 20, 2021
Related Topics
 * Product Features
 * Electronic Signature

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