E-Sign: Moving DocuSign templates to your platform (DocuSign, Templates, esgin, Esi)

Please note that you will need to complete your DocuSign integration before the templates can be pulled into the WB platform, if you haven't done so please follow these instructions. 

Adding platform variables into your template will allow platform collected data to be pulled into the DocuSign template. 

Navigate to your DocuSign Account > Settings > Document Custom Fields

Add the desired Form Keys into your template by selecting 'Add Document Field'. You can reference form keys from your platform under Platform > Settings > Documents > View Merge Variables

In DocuSign click ‘Templates’

Select ‘New’> Create Template 

Set your Template Name and Description

Select ‘Upload’ and select your desired template

Select ‘Set Signing Order’

NOTE: ALWAYS SET THE 1st ROLE TO INVESTOR TO ENSURE YOUR PLATFORM SYNCS PROPERLY WITH DOCUSIGN KEYS

Click ‘Next’ and modify your template as desired.

Adding variables collected from your platform will require that once in the template you select 'Custom Fields' and drag the appropriate variable to the correct spot

‘Save and Close’ when ready

For any changes made in DocuSign you will be required to 'Load E-Sign Templates' to see that change take effect on your WB Platform. 

Log in your WB platform and navigate to Platform> Settings> ‘Load E-Sign Templates’ to see your templates in your E-Sign Investor steps