Create Documents in DocuSign
- You must have a DocuSign account to do this.
- Log in to your DocuSign account.
- Go to Templates.
- Click New Template.
- Upload your document (e.g., Donation Form).
- Add roles (e.g., donor, admin).
- Drag and drop fields for each role:
- Signature
- Name
- Date
- Donation amount
- Save the template for reuse.