Creating a DocuSign template

Create a DocuSign template now because when you send a document for signature, you need to select a template in IBM® Content Navigator.

About this task

Follow these steps to create a template.

Procedure

  1. Log in to the DocuSign server with your DocuSign account.
  2. On the TEMPLATES tab, select the New option to create a new template.
  3. Provide a template name and upload the sample document.
  4. Add recipients. You can also enter a message and subject for each recipient. Click Next.
  5. Drag the Sign tabs from the palette onto the document where the signatures are placed at signing.
  6. Click Save and Close.