When you ask "How to save as DocuSign?", you're likely referring to one of two common actions: saving a document configuration as a reusable template within DocuSign, or saving a completed, signed document from DocuSign. The most powerful way to "save as DocuSign" for future efficiency is by creating a template.
How to Save a Document as a Reusable Template in DocuSign
Saving a document as a template in DocuSign allows you to store the document, recipient roles, and field placements for repeated use. This eliminates the need to prepare the same document from scratch every time it needs to be sent for signature, significantly boosting efficiency and consistency.
Understanding DocuSign Templates
A DocuSign template is a pre-configured envelope structure. It includes:
- Documents: The actual files you want signed (e.g., contracts, agreements).
- Recipient Roles: Placeholders for recipients (e.g., "Signer 1," "Approver").
- Fields: Signature fields, date fields, text boxes, and other data entry points, pre-placed on the documents.
- Field Properties: Settings like required fields, character limits, and data validation.
Step-by-Step Guide to Creating a DocuSign Template
To save an existing envelope or a document you've just prepared as a template:
- Start an Envelope: Begin the sending process by uploading the documents you wish to templatize. Add recipient roles (you can use generic roles like "Client" or "Sales Manager" if specific people aren't needed yet).
- Add Fields: Place all necessary fields (Signature, Initial, Date Signed, Text, etc.) onto your document for each recipient role. Configure their properties as needed (e.g., making a field required, setting character limits).
- Access More Actions: While still in the sending or tagging interface, look for the "More Actions" icon. This is often represented by three dots (
...), an arrow pointing down, or a gear icon, usually found near the top or bottom of the page. - Select "Save as Template": From the options that appear, select "Save as Template."
- Name and Save: A new template will display, ready for further editing. You will be prompted to give your template a descriptive name (e.g., "New Client Onboarding Agreement," "NDA Template"). Add a brief description if desired. Click "Save."
The template will now include all the fields placed on the original documents and any data entered, plus all field properties as set on the original envelope. This ensures that every time you use this template, the document's structure and field requirements are consistent.
Benefits of Using DocuSign Templates
| Feature | Description | Advantage |
|---|---|---|
| Consistency | Ensures all documents are sent with the correct fields and settings. | Reduces errors and ensures legal compliance. |
| Efficiency | Eliminates repetitive setup of documents and fields. | Saves significant time for frequent sending processes. |
| Standardization | Promotes a uniform process for document preparation and signing across teams. | Streamlines workflows and improves operational transparency. |
| User-Friendliness | Simplifies the sending process for new or infrequent users. | Lowers training burden and increases adoption. |
For more detailed information on creating and managing templates, refer to the DocuSign Support Center.
Saving Completed DocuSign Documents (Downloading Signed Files)
If "saving as DocuSign" means downloading the finalized, signed document from DocuSign to your local computer, this is also a straightforward process:
- Access Your DocuSign Account: Log in to your DocuSign account.
- Navigate to "Manage": Go to the "Manage" tab, which typically lists all your envelopes.
- Locate the Envelope: Find the completed envelope you wish to download. You can use filters or the search bar to locate it quickly.
- Download Documents:
- Click on the completed envelope to open its details.
- Look for a "Download" or "Print & Download" button/icon.
- You usually have options to download the documents as a combined PDF, separate PDFs, or download the certificate of completion. Select your preferred option.
This will save the legally binding, tamper-evident document, complete with audit trail, to your device.
Auto-Saving DocuSign Drafts
DocuSign automatically saves your work as you go. If you start preparing an envelope but don't finish sending it, it will be saved as a draft in your "Manage" tab, under the "Drafts" filter. This means you never have to worry about losing progress when creating envelopes or templates.
By leveraging templates and understanding how to retrieve completed documents, you can optimize your document workflows within DocuSign.
