What are Documents, Envelopes and Templates?

Key elements to DocuSign:

• Documents are the actual files that require signatures. You will add tags to the document so your signer knows where to input information.
  
  
  

• Envelopes are the packages that documents are sent in. To set up your recipients, delivery settings, including messages, you will edit an envelope. Envelopes are containers that can be sent to multiple recipients for viewing or signing. Envelopes have unique identifiers associated with them, each document within an envelope also carry their own unique identifiers.
  
  
  

• Start your envelope first - You will need an envelope with at least one Signer or Acknowledge receipt recipient in order to add tags to your document.

• Templates are types of envelopes that can be applied each time you send an envelope so you won't have to add documents, setup the routing order, place and/or assign the tags. This saves time since templates can be sent repeatedly.