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in this video you will learn how to set up your first dynamic templates welcome back to the channel itself Ian here I'm a DocuSign expert who helps businesses with their digital transformation and today you will learn how to set up your first dynamic templates now really quickly for those of you who haven't been watching the previous video where I explain the difference between a static and a dynamic document if two customers are purchasing the same service they'll most likely be filling out the exact same form that's when we talk about a static document on the other hand if you're sending a letter of offer it to two different candidates the layout remain the same but the information will change and that's when you need to set up a dynamic DocuSign template when trying to use DocuSign on dynamic documents most people make the same mistake they'll start correctly by setting up a template with a blank version but then they'll try to send an envelope using your template that sounds about right doesn't it by doing this you're sending the document that's actually saved in the templates which is the blank one doesn't look very good so the problem here is that you're trying to use the template when you should apply the templates to overlay it on top of the document as you're plotting to the site so here's the rule for a dynamic document you need to apply the template or a static document you can use the template so now how do we apply templates I'll show you step by step alright so let's say that I'm a hate shot manager and I want to send a letter of offer to a candidate so the first thing I need will be a blank letter of offer word template so here's the one that I use and as you can see doesn't contain any one information everything is highlighted in yellow needs to change so once we've got that we can start creating the template in DocuSign so let's go template new and credit template first thing is to give a name to our template so I'm just gonna call this one letter of offer now I'm gonna upload my word letter offer document template which is here now I'm gonna add the workflow so I won the candidates to sign first then being the hiring manager I want to sign as well and I also won the payroll team to be notified that the candidates have accepted the offer so that they can send them the paperwork related to their pay and retirement and all of that because I want the candidate to sign first I'm gonna tick the box --set signing order and that's the first recipient and I'm gonna add I don't need the name and email we're gonna place a placeholder in the template so candidates the action needs to sign is correct the second recipient will be myself...