This guide will walk you through the process of creating a new template in DocuSign.

Step 1:

Start by signing into your DocuSign account and navigate to the 'Templates' section.

Step 2:

Click on 'Create a new template'.

Step 3:

Note that some formatting may be required when creating these templates. We can assist you with this process if needed.

Step 4:

Next, add a description for your template. For this example, we'll use 'unconditional anywhere'.

Step 5:

Click on 'Upload' to add a document to your template. You can select a file from your desktop.

Step 6:

Once your document is uploaded, you will need to add a recipient.

Step 7:

Add an open recipient so that you can set the role of the person who will be signing the document.

Step 8:

You can also add a message if you wish.

Step 9:

A subject will be automatically generated, but you can also add an email message.

Step 10:

Click 'Next' to proceed.

Step 11:

You will then be able to add a signature block. By default, DocuSign will attempt to add the signature block for you.

Step 12:

If you need to add a new signature block, simply click and drag it to the desired location. Once you're done, click 'Save and Close'.

Step 13:

Remember, you can format anything in the template as needed.

After saving and closing, your new template will be ready for use. The next steps will guide you through how to use this template in the inBuild app.