WFM UK: Onboarding: DocuSign | Amending Document Templates

Overview

This article shows how, once templates have been created, they can be edited, replaced or deleted in DocuSign.

Editing a Template

• To edit a template in DocuSign, go to Templates >select a Template > Edit

Fig.1 - Editing a selected template

• If necessary, make changes to the Template name and description
• To edit the template itself, select Next (or, if only changing the name/description, select Save and Close)
• From the 'next' screen, the template can be edited in the same way that it was created, as explained in this article

Fig.2 - Document template name/description, 'Next' button

Replacing a Template

It may be necessary to amend the original Word document file used for the template. For example, if additional information needs collecting, or a change of wording is required for contracts.

It is possible to replace the template whilst maintaining all existing fields and mapping.

• To replace a document within a template, go to Templates > select a Template > Edit

• Select the 3 dots at the side of an existing document

Fig.3 - '3 dots' button for a template document

• Select Replace

Fig.4 - 'Replace' option

• Browse for and select the document template that needs to be loaded and select Open

The document will then be replaced.

• To view the new template and to make sure all fields remain correctly aligned > select Next
• Scroll through the whole document, making sure to check the alignment of the fields
• Make any necessary amendments, or add new fields as when creating a new template, as explained in this article
• Once all fields have been checked, select Save and Close

Any changes made to documents in DocuSign will immediately update those documents in HR. Fourth strongly advise checking the mapping in HR before sending any documents for signature.

Deleting a Template

If a document template needs to be removed from a template, it can be deleted.

• To delete a document within a template in DocuSign, go to Templates >select a Template > Edit

• Select the 3 dots at the side of the document to delete
• Select Delete Document

Fig.5 - Deleting a document from a template

The Document will then be removed from the template

A template can be removed completely from the system if it is no longer needed.

• To delete a template completely from DocuSign, go to Templates

• Select the three dots against the template

Fig.6 - '3 dott' button for a template

• Then select Delete

Fig.7 - Deleting a template