Add Reservation Template for Gala Signature Block with airSlate SignNow

Add esigning Heads of Agreement Template

Creating a DocuSign eSignature template can speed up the sending process and help reduce the risk of errors when sending out envelopes, A DocuSign template is also beneficial for any scenario where you frequently send the same or similar documents, such as a non-disclosure agreement or send documents to the same group of people, such as loan documents. To create a template, start on the Templates page, click New, and then Create Template. Enter a unique name and an optional description. Upload one or more documents to the template. For recipients who will vary each time the document is sent, such as your client's name, enter a recipient placeholder role. For recipients who will stay the same each time the document is sent, for example, your legal department, you can add a named role. You can customize the email subject and messaging and save it in the template. This messaging will be used each time you send using the template. Use the optional merge fields to add a recipient's name or email address to the subject line when the template is used. This is helpful when you send out many templates with the same subject line, and want to easily identify the sent envelope. Click advanced options to manage recipient privileges, envelope reminders, expiration dates and template modification settings. Then, click save. Click next to assign recipient fields. Select the recipient from the recipient menu, and then drag and drop the fields onto the document. After you click save and close, the template can be found on the templates page under My Templates. If you need to create a template that is similar in nature to an existing template, for example, you have different NDAs specific to a signer's location, click Copy from the actions menu. To save an envelope as a template, from the manage page, choose Save as Template from the actions menu. In both scenarios, update the name, make adjustments, and then save and close.