Uploading a document to DocuSign as a template allows you to set up fields within your document. When the recipients open the document, DocuSign flags fields they need to fill in, like signatures, names, and dates.
Contents
Prerequisites
Know how to Integrate DocuSign® with BrokerEngine
Creating a document template
To create a DocuSign template from a document, log in to your DocuSign account. Select the Templates menu tab and click CREATE TEMPLATE.
Enter a name and description for the template.
Click UPLOAD and browse to your document, or drag your document from a file explorer window into the dotted Add documents field.
Set roles for each recipient. Click ADD RECIPIENT to add a new role. Typically, you'll want the following:
Assignee 1: Needs to Sign
Assignee 2: Needs to Sign
Broker: CC Receives a Copy or Needs to Sign.
Leave Name and Email fields blank.
Leave Set signing order unticked if you want clients or the broker to be able to sign the document in whatever order they need to.
Go to the bottom of the page and click NEXT.
If you've enabled mobile authentication, leave the Mobile Number field blank.
Setting signature fields
Set a signature field for each recipient. Ensure the Assignee 1 and Assignee 2 labels show as Assignee 1 or Assignee 2.
Scroll down to the signature page in your document. Drag and drop the Signature field to the signature page.
Drag and drop Date Signed and Name fields, if needed.
Click NEXT. Scroll through the document and verify the tabs, especially the signature fields. Click SAVE TEMPLATE when the template is complete.
Enabling automatic matching
Automatic matching allows DocuSign to recognise documents that you've already uploaded as templates and use preformatted document fields, like Signature and Date Signed fields.
Click the icon account and select My Preferences.
Click Template Matching on the side menu.
Check the box next to Match templates to uploaded files.
Click Save.
