Ever wished you could streamline your business processes by sharing your DocuSign templates with your team or clients? DocuSign, a leading e-signature provider, understands the importance of efficient work environments. Thus, it offers a feature that enables you to share your templates, fostering collaboration and saving you time. Let's delve into how you can share DocuSign templates with ease.
Before we proceed, ensure you have the necessary permissions. Only account administrators can share templates. If you're not an admin, contact your administrator to gain access. Now, let's explore the step-by-step process of sharing DocuSign templates.
Sharing DocuSign Templates within Your Account
DocuSign provides an intuitive platform to share templates within your account. This feature allows your team members to access your templates, fostering collaboration and consistency in your document signing processes.
To share a template within your account, follow these steps:
1. Access Your Account
Begin by logging into your DocuSign account. Once logged in, you'll see a dashboard with various options. Click on 'Templates' in the main navigation bar to access your saved templates.
DocuSign allows you to organize your templates, helping you maintain a neat and efficient workspace. If you have many templates, you can sort them by name, category, or date created. Alternatively, use the search bar to find a specific template.
2. Select the Template to Share
Locate the template you wish to share. You can select it by clicking on the checkbox next to it. A blue border will appear around the selected template.
To select multiple templates, hold down the 'Ctrl' key (or 'Command' key on a Mac) while clicking on each additional template. Once you've selected your templates, click 'Share' at the top of the page.
Sharing DocuSign Templates with External Parties
In addition to sharing templates within your account, you can also share them with external parties. This feature is particularly useful when working with clients, vendors, or partners who need to send documents for signature.
However, it's crucial to note that sharing templates with external parties is a premium DocuSign feature. You'll need to have the required plan or purchase add-ons to enable this functionality.
1. Invite External Users
Begin by clicking on the 'Templates' option in the main navigation bar. Locate the template you wish to share and select it by clicking on the checkbox next to it.
Once you've selected the template, click 'Share' at the top of the page. In the 'Share Template' dialog box, you'll see options to invite both internal and external users. To invite an external user, type their email address in the 'External Recipients' field.
2. Set Access Rights
DocuSign allows you to set access rights for external users. Depending on your needs, you can choose to grant them 'View & Modify' or 'View Only' access.
- 'View & Modify' enables external users to view, edit, and create envelopes from the shared template.
- 'View Only' grants external users viewing rights but restricts them from making any modifications.
Once you've set the access rights, click 'Share Template'. The external user will receive an email invitation to access the shared template.
Sharing DocuSign templates is a powerful feature that can significantly enhance your workflow. It enables you to maintain consistency across your document signing processes, and it can save you considerable time. Whether you're sharing templates within your account or with external parties, DocuSign provides a straightforward and efficient process.