Accelerate DocuSign Workflow Using Templates

Posted by: lukwago J in Tech April 14, 2021

What are templates? DocuSign management can become a cumbersome and time-consuming task for individuals and businesses alike. It is where DocuSign templates can play a massive role in saving precious time as well as resources. Templates can be helpful in any workflow that requires repetition.

One can leverage the power of templates in similar documents by streamlining the whole process. Templates would also ease the process of managing recipient information easier while simplifying the sending process as well.

What can templates do?

DocuSign templates make the process of sending the same documents efficient. It also works when one needs to send documents to the same group of people. Templates make it possible to design a standard document that is compatible with any file types. They can also have predefined recipients, recipient roles, and signing fields.

Templates can also contain multiple files while being able to be sent to any number of recipients. One can also choose to use a signing order as per the requirement and embed signing instructions to the file.

Templates are powerful tools that could be adapted to one’s needs and requirements. They can be used without making alterations or can serve as models on which robust documents can be built. Templates are also flexible. One can customize each component of it from the ground up as per the liking of the user.

Templates vs documents

Templates are essentially documents but with a slight twist. The significant difference is that a document is a one-time transaction. Templates, however, work as a blueprint on which documents can be created. It means that anyone can develop templates similar to how documents are made.

However, making templates from scratch can be difficult. Beginners would find it difficult in navigating through the multitude of options. It could be illustrated through the example of Placeholder roles in templates.

In templates, one can include named persons like in documents. Templates can also have placeholder roles. These are not real people but are roles that would regularly be taken up in transactions. These fields can be filled accordingly for different transactions if recipients and signers are to change.

Are template services worth it?

Creating templates for a select set of documents each time can end up consuming a lot of time. It is where DocuSign template services come into play. These services can generate custom templates for clients according to their requirements. Template services work by understanding the process per client and creates a specific workflow for them.

It would include question-answer sessions in which the service would analyse the user workflow to decide the features necessary. They can also advise clients on selecting the appropriate DocuSign plan, as per their requirement. They would initiate these for the client as well.

What do template services provide?

Template services have dedicated UX designers that can create accurate templates that are easy for users to access. Some even offer features like transforming old forms into flawless and up to date designs.

Guided instructions as video files are also usually provided by the DocuSign template providers. These videos employ a step-by-step, lucid manner of explanation in setting up the templates and would be extremely helpful to novice users. Good services also provide warranty periods which allows clients to try out their services. They would also be open to queries and suggestions from users.

Conclusion

DocuSign Template services are recommended to those who want accurate and well-designed DocuSign templates without putting the hours and work into making their own. They can amplify and ease the tedious process of creating documents from scratch without breaking a sweat.

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