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Accessing & Editing Existing Templates in DocuSign

  1. Once you’re logged into DocuSign, click into the “Templates” page: 
  2. This page will display all of your existing templates. Use the search bar to find specific templates.
    1. You can also use the “Advanced Search” to search templates by something other than the name (ID, Owner, etc).
      DocuSign_AdvancedSearch-GIF
  3. Click on the template you’d like to view/edit by clicking the name. This will take you to the template edit page.  
    1. You can also complete quick actions by clicking the three dots on the right.
  4. To edit any aspect of the template, click the “Edit” button.
  5. Here, you can edit the following:
    1. Name
    2. Description
    3. Included Documents
    4. Signing Order
      DocuSign_EditPage-ezgif.com-video-to-gif-converter
  6. To edit the fields on a document template, click the “Next” button in the bottom right.
  7. This page will allow you to adjust or add data labels. To edit a specific data label, click on it and use the menu to the right.DocuSign_EditDataLabel-ezgif.com-video-to-gif-converter 
  8. To change which signer the data label is assigned to, use the dropdown in the top right:DocuSign_ChangeRecipient-ezgif.com-video-to-gif-converter
  9. Once all desired changes have been made, make sure to click “Save and Close” in the bottom right. 
    1. Please keep in mind that this will make changes to future envelopes and will not affect envelopes that have already been sent.