How to Create a Template in DocuSign
- George Apostolov
How to Create a Template in DocuSign: step-by-step guide
Click on 'Templates' in the top menu.
Select 'Create Template'.
Fill in the template name and description.
Click 'Upload' to add the document you want to use as a template.
Define roles for the template and add recipients.
Click 'Next' to enter the document editor.
Drag and drop the necessary fields onto the document for each role.
Click 'Preview'.
You can now review your document after clicking 'Preview'.
Once you're done, click Save and Close' to store your template.
You can now use this template for future documents, streamlining the process of sending out similar documents.
Quick answer: To create a template in DocuSign, click Templates, select Create Template, and add a name and description. Next, upload your document, define roles and recipients, and enter the editor to place fields. Finally, preview the document and click Save and Close.
About this DocuSign tutorial
Save time on recurring paperwork by building reusable document layouts in DocuSign with custom fields and roles. This guide shows how to create a Template in DocuSign in 11 steps, starting with "Click on 'Templates' in the top menu" and finishing with "You can now use this template for future documents, streamlining the process of sending...". The interactive demo above is a click-through copy of the real DocuSign interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Template in DocuSign?
11 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your DocuSign data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under DocuSign. Related guides: How to Docusign a PDF, How to Edit a DocuSign Document and How to Integrate Airtable with Docusign. Last reviewed 05 Oct 2026.
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