DocuSign templates are a powerful feature that streamlines the process of preparing documents for electronic signatures. These templates allow users to create standardized forms that can be reused multiple times, ensuring consistency and saving time. By predefining fields, roles, and routing orders, templates reduce the need for repetitive data entry and help eliminate errors. They are particularly useful for businesses that frequently send out the same types of documents, such as contracts, agreements, and consent forms. With the ability to customize templates with branding elements and specific instructions, DocuSign templates enhance efficiency and professionalism in document management workflows. This article explains How to create templates using Docusign esignature for Salesforce.
How to create templates using Docusign esignature for Salesforce
- Navigate to Templates in Docusign Setup to create your first template.
- Click Create Template.
- The template so created will be available in the Docusign Envelope Templates tab. You can create new templates here.
- Define a Name and select the Data source associated with it.
- Add the document which is to be used as the template of the documents you need to send.
- Hit Next
- Add the recipients of the template and the action they need to undertake upon receiving the document.
- You can add the recipients from a list of sources from Salesforce like Look up fields in the respective object which we have selected when creating the template. We can choose to send the template to Related lists like Account or Users/Contacts. Recipients can be selected by Role as well. We can create a public group which can also be selected as Recipient of the template.
- If there are more than one recipients, we can select the signing order of the document.
- We can customize the email subject and email message to be sent here.
- We can use merge field to dynamically change the values since the documents are intended to send to multiple recipients. We can select fields from the Loan object like Borrower Name, Loan amount etc.
- When we use merge fields we have the option to Allow Write back to Salesforce which means the user when signing a document, he will edit the document with certain values that can be stored back in Salesforce.
- Click Next
- We will be taken to the preview of the document template we have uploaded, in which we can place fields relevant to our requirement. There are several standard fields along with the merge fields we added earlier to place into the document.
- We can change the properties, add filters etc on the properties pane on the right side according to the type of field we are placing.
- If the recipient should be reminded about the document to be signed in a scheduled period of time we can do so in the next step.
- In the sending experience, we have multiple options like add more recipients, place more fields etc before a document is being sent.
- The document can be stored back in the Loan record by selecting the check box under Document Writeback.
- For a template with multiple documents, you can combine all the documents into a single pdf file.
- Based on our business requirement, we can trigger field updates for envelope events.
- As the final step, create custom button to the Loan record page, so that the document can be sent with the click of a button.
We have learned how to create templates using Docusign esignature for Salesforce in this article. To learn how to integrate docusign with salesforce, click How to integrate Docusign esignature with Salesforce – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com).
To know more,go to Docusign eSignature for Salesforce: The trusted eSignature solution
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
