2023年3月17日 · Learn how to use the document editor in an elastic template to make changes to uploaded documents. You can edit an elastic template and modify the contents of a document with the online editor. Make text and basic formatting changes directly in your template without uploading new documents.

Docusign Edit downloads the selected document, and opens it in your desktop document editing suite. Note: To open the selected document with markup, select Edit > Open Document With Markup . Make any needed changes to the selected document, and select Save .

2024年4月11日 · The access (i.e., read, document open, or user) password, necessary in order to be able to decrypt and open the document. The owner (i.e., edit or permissions) password, needed in order to change permissions, or to create, update or delete the access password (permissions include the ability to print the document or make changes to it).

2023年3月17日 · Learn how to use the document editor in an elastic template to make changes to uploaded documents. Bulk Import Data Fields to Insert User Data or Add Metadata to Your Documents Create data fields in bulk to use for adding dynamic user data to your elastic template documents, or as metatdata to store with your elastic signing envelopes.

2024年6月4日 · Learn to create a Gen template with the Docusign Agreement Cloud Editor. You can create Gen templates using the Docusign Agreement Cloud Editor instead of Microsoft Word. Docusign uses Agreement Document Format (ADF) for generated documents. ADF documents automatically re-size for phones, tablets, and computers.

2024年9月16日 · How to use the Docusign Gen tab of the CLM Document Generation page from the Docusign Setup tab. When you visit the Document Generation page on the Docusign Setup tab, you see tabs for: CLM: CLM Document Generation feature links and information; Docusign Gen: Information and links to create, add, edit, and delete Docusign Gen templates

2024年5月13日 · Open the document in the Microsoft Word program. Copy all document content. Open a new blank Word document and paste the copied content. Save the new Word document to your computer, using the same file name as the original Gen template document. Return to the Gen Upload Documents page. Select the X to the right of your Word template name.

2024年5月2日 · Open the document in Microsoft Word and select the Review tab. Select the arrow at the bottom of the Accept button. Select Accept All Changes from the drop-down list. Select the File tab and select Save. Save changes and return to the Gen Upload Documents page. Select the X to the right of your Word template name. Upload the new Word document ...

2022年6月3日 · To flatten a document, follow these steps: Open the PDF in your preferred PDF viewer. Note: Your steps may vary depending on the PDF viewer you use.

2024年8月5日 · Learn about installing and downloading Docusign Edit on a Windows computer for Docusign CLM. Users can use these steps to download, install, and configure Docusign Edit on their Windows computers.