How To Build And Send DocuSign Templates In 2024

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In this video, I go over how to create and use DocuSign templates in 2024. You'll learn about the five types of templates DocuSign offers, with a focus on static templates: standard, power form, and web form. I'll guide you through the process of building each template from scratch, detailing the specific steps and settings to ensure your documents are ready for automated signing. By the end of this tutorial, you'll be equipped to streamline your document workflows using DocuSign's powerful templating system. Make sure to watch the next video for dynamic document templates!
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Hi, I'm Sofian, a Document Automation Consultant. My goal with this channel is for Financial Services Professionals to spend more time with clients than on paperwork! So if you're interested in DocuSign tutorials and tips on how to make the most of your account, make sure to hit that subscribe button!
I post videos on setting up your DocuSign templates, integrations and I also share real-life examples.
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Chapters:
00:00 Introduction
00:40 Overview of DocuSign Templates
01:20 Static vs. Dynamic Templates
02:30 Creating a Standard Template
04:00 Power Form Templates
06:30 Web Form Templates
09:00 Adding Recipients and Fields
12:00 Using the Classic Editor
13:20 Previewing and Testing Templates
14:50 Creating a Power Form
16:00 Setting Up a Web Form
17:00 Conclusion and Next Steps

[aaaakita]

Is it possible to edit a field on the form, eg. I'm sending a customer order form to clients and needs to update the price, start/end dates for each client. Would it be possible to do that or I'll need to upload another template? And is it possible to intergrate that onto my website, for each client as a one off hidden link? And for my website to grab the data and have it exported as an excel? Thanks.