In this guide, we'll explain what envelopes are in DocuSign and how to create templates, helping you streamline your document workflows.

What are Envelopes in DocuSign?

An envelope in DocuSign is a container that holds the documents you need to send for signature. Think of it as a digital package that includes not only the documents themselves but also information about the signers, the signing process, and any additional settings like reminders and expiration dates. Each envelope can contain one or multiple documents and can be sent to multiple recipients for signatures, approvals, and other actions.

Key components of an envelope include:

• Documents: The files that need to be signed.
• Recipients: The people who will receive the envelope and take action on the documents.
• Fields: The specific places on the documents where recipients will sign, date, or enter other information.
• Settings: Options like notifications, reminders, and expiration dates.

How to Create a NDA or Confidentiality Template in DocuSign

Creating templates in DocuSign can save you time and ensure consistency when sending similar documents repeatedly. Here’s a step-by-step guide to creating a template:

1. Log into DocuSign:
   • Visit the DocuSign website and log in with your credentials. If you don't have an account, you'll need to create one.
2. Navigate to Templates:
   • Once logged in, click on "Templates" from the top navigation bar.
3. Create a New Template:
   • Click the "New" button and select "Create Template."
4. Add Template Details:
   • Template Name: Give your template a descriptive name.
   • Description: Provide a brief description of the template’s purpose.
   • Document Upload: Click "Upload" to add the document(s) you want to include in the template. You can upload from your computer, cloud storage, or use existing documents from DocuSign.
5. Place Fields on the Document:
   • Click on "Next" to proceed to the document editor. Here, you can drag and drop various fields (e.g., Signature, Date, Text) onto the document where the recipients need to take action. Customize the fields as needed, such as setting them to mandatory or optional.
6. Set Role Status to Buyer:
   • In the Add Recipient Section of the Template creation screen, insert: "Buyer" in the Role field.
7. Set Template Settings:
   • Configure any additional settings for the template, such as automatic reminders, expiration dates, and recipient authentication methods.
8. Save Template:
   • Once you’ve added all the necessary details and fields, click "Save and Close." Your template is now ready to use.

Using Templates in Clearly Acquired

With your DocuSign templates ready, integrating them into your Clearly Acquired workflow is straightforward:

1. Initiate Document Signing:
   • When managing your business listings or data rooms on Clearly Acquired, select the option to send documents for signature.
2. Select Template:
   • Choose from your saved DocuSign templates to ensure consistency and save time.
3. Add Your NDA or Confidentiality Template To Your Deal Hub:
   • Follow the prompts to customize the envelope (if needed) and send it to the designated recipients for signing.

Conclusion

Envelopes in DocuSign are essential for organizing and managing document signing processes, while templates can significantly streamline repetitive tasks. By understanding these tools and how to use them, you can enhance your efficiency and maintain consistency in your document workflows within Clearly Acquired.

If you have any questions or need assistance with DocuSign or its integration with Clearly Acquired, our support team is here to help. Thank you for using Clearly Acquired, and happy acquiring!