How to Use a Form Template in Docusign

Log into Docusign at

Click on the "send" tab at top

Choose an Online Document

Choose Shared Templates

Type in the form name (or portion thereof) in the search field and hit enter

Click the box next to the form you want and then click add at the bottom

Enter the email address and name of the signer (if there is more than one signed, just add them to the left and click "add signer"

Enter subject and message

Click on next at bottom left

Type in the information for the property (if you use the Salesforce to Docusign feature this will auto populate the data)

Drag over signatures and dates at the bottom.

Click send at the bottom left.