How to Import Fast Offers DocuSign Templates

This detailed guide will help you upload a new template to your DocuSign account. We will be breaking down each step to make the process as clear as possible.

1. Accessing DocuSign Templates

• Begin by opening your web browser.

• Type the following URL into the address bar to navigate directly to the DocuSign Templates page: https://app.docusign.com/templates

• Hit Enter or Return on your keyboard to load the page.

2. Initiating a New Template Upload

2.1 Clicking on 'NEW'

• Look for the 'NEW' button on the Templates page, which is typically located towards the upper right corner.

• Click on 'NEW' to initiate the creation of a new template.

  

2.2 Selecting 'Upload Template'

• A menu with various options will appear once you've clicked on 'NEW'.

• From these options, select 'Upload Template' to start the upload process.

• Troubleshoot: I don’t see an option to Upload Templates on DocuSign: https://docs.fastoffers.ca/templates/troubleshoot-docusign

  

3. Navigating to Your Template

• Upon selecting 'Upload Template', a file upload dialog box will appear.

• Navigate to the location on your computer or network where the template file named "DocuSign_Templates-DO_NOT_UNZIP.zip" is stored.

• Once located, click on the file to select it for upload.

Note: If you don't have the template file, you can download it from this location: Download Template

4. Completing the Template Upload

• After selecting the file, click 'Open' or 'Upload' in the dialog box (this can vary based on your operating system) to complete the upload process

DocuSign Documentation: Upload templates

Learn how to APPLY the Docusign Templates here: https://form.customerly.help/templates/applytemplates