Jul 25, 2025 · The selected document displays in Document Review. Select Edit > Open Document. Docusign Edit downloads the selected document, and opens it in your desktop document editing …

Aug 8, 2025 · Docusign Edit uses your operating system's default program association to determine which editing application downloads and opens documents. The default program association then …

Dec 8, 2025 · Note: Your access to templates is controlled by your user permissions, as defined by your Docusign administrator. If you cannot create or edit, or even use templates, check with your …

Apr 11, 2024 · Learn how to edit an existing Docusign template.

Jul 26, 2025 · Learn how to add, edit, and delete signatures. To add, edit, and delete signatures: Select your profile image and Manage Profile . Select Signatures . Select ADD SIGNATURE to create a …

Apr 11, 2024 · This video describes how to modify a document using Docusign Edit in CLM.

Jul 26, 2025 · Learn how to edit a template. Go to the Templates page. Locate the template that you want to edit by searching, filtering, or simply scanning the Template list. Click the template actions …

Jul 26, 2025 · You can edit any template that you previously created and saved. If you have access to templates shared with you by other users, you may be able to edit these as well.

Aug 11, 2025 · When you create a template for documents you send frequently, you can add pre-fill fields to save more time. While a manager or administrator usually creates templates, any user who …

Jul 26, 2025 · You upload the application to Docusign, which recognizes the form fields and their contents. You flatten the fields, making the applicant's information read-only and a permanent part of …