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Docusign Template Assistant for Word

by DocuSign, Inc.

(2 ratings)

Build dynamic Word templates to use with Document Generation for Docusign.

Build dynamic document templates to use with Document Generation for Docusign.

Use the Template Assistant to:

• Create dynamic sender fields & insert them in your document templates. These fields capture information that needs to be collected and merged into your documents prior to sending.

• Configure & apply conditional rules to show or hide document content based on your sender fields, allowing a single template to be used in many ways.

• Preview your templates as generated documents using your own sample data. The preview feature helps identify errors and ensures that your document template is working properly before uploading it to a Docusign envelope template.

Disclaimers:

• This add-in does not support sending or signing eSignature envelopes in Word. Please use the Docusign for Word add-in for these features.

• This add-in does not create document generation templates for Docusign products other than IAM and eSignature, such as Gen for Salesforce or CLM.

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

https://store-images.s-microsoft.com/image/apps.12530.712b7f58-ccd3-45c0-8677-e79caf7986fc.f169fb94-7600-4de0-8615-5d83ea347748.662a54e0-abbf-486a-8175-587d9d89742d.png
https://store-images.s-microsoft.com/image/apps.54048.712b7f58-ccd3-45c0-8677-e79caf7986fc.f169fb94-7600-4de0-8615-5d83ea347748.671a0cc8-d390-48f5-b102-a258d88cbb9a.png