DocuSign Templates: Submit Leave Forms Even Faster!

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DocuSign templates make starting and completing documents even more efficient! Templates use workflows to automatically move the document between signers. No more trekking across campus to get signatures!

Let’s use the Leave Application Form as an example! Follow the steps below to get started using templates:

DocuSign Logo

Where to Find the Leave Application Form Template

  1. Go to www.docusign.net.
  2. At the top, click Templates.
  1. On the left side, click Shared with Me.
  2. In the middle of your screen, find the Leave Application Form template.

Using the Template

  1. Click Use to the right of the template name.
  2. Add the recipients for this Leave Application by typing their names into the Name field.
    • Applicant Requesting Leave: This is the employee who needs to take time off.
    • Supervisor of Applicant: The direct supervisor of the employee; the person responsible for approving the leave request.
    • Send copy of completed document to (OPTIONAL): You can add up to three (3) OPTIONAL recipients who should receive a copy of the completed document.

      Note: You cannot edit Human Resources as the last recipient. Human Resources will automatically receive a copy after all signatures have been collected.
  3. Click Send at the bottom right.

Filling out the Leave Application Form

The Applicant Requesting Leave will receive the blank document first so that they can fill out all the necessary information.

  1. If you are the Applicant Requesting Leave, click the blue Sign Now button.
    • If you put someone else as the Applicant Requesting Leave, ask them to check their email inbox for an email from DocuSign.
  2. Fill out the Leave Application Form and click the Sign button! The red fields are required.

    Note: Want to attach a doctor’s note or other supporting docs? Click the Attach Supporting Documentation button on the form.
  1. All done? Click the yellow Finish button.

    Note: The Leave Application Form is now on the way to the supervisor of the applicant.

Conclusion

Most templates are pretty simple to use. To get started, find and Use your desired template, add the Recipients, and hit Send. You can’t fill out the form until you click Send!

When all signatures have been collected, you’ll get an email notifying you that the document is completed! Use the attachment on the email to view the signatures on the document.

Want to create your own template? Let us know by sending an email to webmaster@hamptonu.edu.