You can create Static Data Form Templates in DocuSign Rooms to prefill DocuSign association forms. If the forms contain some of the same information for each transaction (such as your name, company name, or the same field selections), create form templates to save time.
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If you complete the same form in different ways for different situations (for example, cash deal vs. finance deal), you can create multiple templates for the same form. However, template names must be unique. Your form templates are only visible to you and can't be shared with others. |
Once you add these DocuSign forms that have a form template to a DocuSign Room, you will be able to apply the template at any time. Once it is applied, it will auto-fill the document with the information you entered in the template. The details you completed in the template will populate the form and push to the Details page in the Room. The fields on the Details page correspond to fields in the association forms, so information that is added or populated in the Details page will then auto-fill into other forms that include the same field, once they are added to the Room.
To create a Static Data Form Template in DocuSign:
1. Log in to https://rooms.docusign.com with your KW DocuSign login credentials.
2. At the top of the page, click My Documents.
3. Scroll down to the My Forms section and then click New Template on the right hand side.
4. Find the form you want to create a template for:
- In the first drop-down list, choose either DocuSign Form Library or DocuSign Form Packet (form packets are specific groupings of DocuSign forms).
- In the second drop-down list, choose the packet or library that contains the form.
- A form list displays after you make a selection. Select the form, then click Use.
5. Edit your template name, at the top of the page, by selecting the pencil icon, , and entering the new name. Naming your template will make it easy to find it as you can create multiple templates for the same DocuSign Form. To save your template name, select the green check mark.
6. Within the form, fill in or select the fields that will be the same for every transaction type that'd you would want to use this template for.
7. Once you are finished, click Save & Close.
After you save the template, it will live under the My Forms section of the My Documents Tab. You can find it by filtering by Templates as well as by keyword search.
You also have the ability to use the options in the Actions column to edit, copy, or delete the template.
| Deleting a template only deletes the template. It doesn't delete or remove your access to the DocuSign form. |