How to Use a Form Template in Docusign

Log into Docusign at Docusign.net

Click on the "send" tab at top

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Choose an Online Document

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Choose Shared Templates

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Type in the form name (or portion thereof) in the search field and hit enter

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Click the box next to the form you want and then click add at the bottom

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Enter the email address and name of the signer (if there is more than one signed, just add them to the left and click "add signer"

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Enter subject and message

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Click on next at bottom left

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Type in the information for the property (if you use the Salesforce to Docusign feature this will auto populate the data)

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Drag over signatures and dates at the bottom.

Click send at the bottom left.

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