DocuSign: Creating Templates

Creating DocuSign Templates in Admin 

If you don’t already have a DocuSign Developer Account, you’ll need to start there. Navigate to https://go.docusign.com/o/sandbox/ to register for a DocuSign Developer Account.

 

 

 

 

 

 

 

 

 

 

 

 

 

You will receive an email from Docusign upon completion of the form above. Within the email click on Activate to get started

 

 

On the upper horizontal menu select Templates

On the left hand side of the screen Select New

From the drop down menu select Create Template

 

 

 

To create the DocuSign Template, enter the following:

  • Template Name
  • Template Description (optional)
  • Upload the document you would like
  • to create as a Docusign template
  • Under Add Recipients, enter Role as 
  • “patient” (all lowercase) and leave 
  • remaining fields (like name) blank
  • Enter a custom email subject and
  • message if you do not want to use the
  • default Docusign message  
  • Click Next

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

From the left hand menu, select the standard field and drag/drop the field as needed within the document.

Once completed, select Save and Close

 

 

 

 

The template will now be available in Templates > My Templates

 

 

To configure this template within Welkin the Template ID is required. To obtain this information, click on the Template Name. Click on Template ID

 

 

 

 

 

 

 

 

The Template ID will be shown – select the Copy button.  Review the Docusign Designer Overview document to add the Template ID to Designer

 

 

More Questions?

If you have any questions regarding the Docusign Integration or its implementation, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.