If you want to restrict the sender from changing that recipient in that role, click cannot edit. What roles are hard-coded to always have the same recipient? What roles are dynamic and will change with each envelope? Role that are hard coded should have the recipient's name and email entered on the template.Which roles are address recipients, manage envelope, or manage recipients?.
What are the roles in your current workflow? How might this change when the routing between one step and the next is automated with DocuSign?.If the Matching Templates window doesn't pop up, the sender can instead click the Document Actions drop down, select Apply Template, and then choose the template.Check the box of the right template based on the purchase amount and then press Apply. If B, then you will need to tell your senders that when they upload the DocuSign should recognize that it is formatted like that templates and will ask you to select the appropriate template.If A, then you only need to upload the document when creating the template.Will you (A) always be using the exact same document (ie a form that is being entirely filled out via DocuSign) or (B) will you be using the a slight variuation on the same document - same basic form with unique data entered each time?.Creating a template is useful if you will be sending the same document - or even variations of the same document - repeatedly and with a similar workflow.Īddress the following parts of the process:
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