Import DocuSign Templates

Users can import the DocuSign template to their tenant. User can view a button “Import DocuSign Template” at the top right corner of the Document Template page.

On successful import, the System will create a separate document template for every document attached to the DocuSign template. This feature is configurable.

Import DocuSign Templates

When a JSON file is successfully uploaded, a success message will be displayed. A new template with name is created under document templates and users can compose an ePak using the imported DocuSign templates.

JSON file is successfully uploaded

If the user tries to import a file other than JSON format or has unsupported data from DocuSign template, an appropriate error will be displayed.

unsupported data from DocuSign template

unsupported data from DocuSign template2

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