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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 for most businesses, the workflow is more complex. In today’s hybrid
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 in just
one department.

Given the volume of documents flowing through an organization, it’s cumbersome
and time consuming to start from scratch each time.

That’s where templates come in.


TEMPLATES FOR CONTRACTS AND DOCUMENTS

Templates allow you to save and reuse 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
benefit from a templated process. With templates, every budget approval,
statement of work or employee onboarding request is easier and more efficient.

Simply put, 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 to further customize from there.


WHERE CAN YOU FIND CONTRACT AND FORM 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 before you even hit send. 

DocuSign eSignature customers, DocuSign eSignature customers and anyone with a
DocuSign trial account can access DocuSign’s extensive Template Library.


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:


GENERAL CONTRACT AND AGREEMENT TEMPLATES

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


HUMAN RESOURCES TEMPLATES

 * 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 TEMPLATES

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


FINANCIAL SERVICES AND INSURANCE TEMPLATES

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


ACCOUNTING TEMPLATES

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


HEALTHCARE AND LIFE SCIENCES TEMPLATES

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


PUBLIC SECTOR TEMPLATES

 * Certificate of Election of Coverage - SS-16
 * State Tax Form: VA
 * CA Standard Forms Library
 * Recurring EFT Authorization

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 YOU 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. 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.

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


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your agreement process.
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Author
Yasamin Yousefi
E-Signature Expert
Published
November 30, 2022
Related Topics
 * Product Features
 * Electronic Signature

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