Templates
If you send the same type of document more than once, an employment agreement, a vendor contract, an NDA, a template saves you from setting it up every time.
You build the template once: upload the document, mark where each person needs to sign or fill something in, and define the signing order. After that, sending the same agreement is just a matter of filling in the recipient names and clicking send.
How Roles Work
Templates use roles as placeholders instead of specific people. When you create a template, you define roles like "Hiring Manager" or "New Employee." When you send an agreement, you assign real names and email addresses to those roles.
This means one template can be reused with different people every time, without any changes to the document or tag placements.
What's in This Section
- Creating Templates: step-by-step walkthrough for building your first template
- Recipient Roles: how to define who signs, in what order, and common workflow patterns
- Import / Export: move templates in from DocuSign or export for backup
- Versioning: managing template changes over time
Tips for Keeping Templates Organized
- Use descriptive names, "Employment Agreement, New Hire 2026" is far easier to find than "Template 1".
- Add a description, A short note about when to use the template helps teammates pick the right one.
- Test before you go live, After creating or importing a template, send a test agreement to yourself before using it with real recipients.