Send several templates as one envelope

Send 2 to 5 Docusign templates as one envelope, so each person signs everything once. You can tick the templates each time, or save them as a template set and use it from the item view or an automation.

1. Templates combined
2. Same role, one signer
3. One envelope sent

How people are matched

The app matches people across templates by role name, ignoring capital letters and extra spaces. A role called Client in one template and client in another is one person, who signs both documents in the same envelope. Name your roles the same way in every template you want to combine.

A role can be in only some of the templates. That person only sees those documents’ fields.

What a template set can contain

These rules also apply when you tick several templates without saving them.

If the same email is on two different roles, they stay two signers. The app shows a note when that happens.

Send several templates from the item view

1. In the item view, click New envelope.
2. Select your Docusign account and click Next.
3. Choose Use a template and click Next.
4. Tick 2 to 5 templates, or click a saved template set. Then click Next.
5. Fill in Map your data. Each role appears once. A field with the same Data Label on the same role appears once and fills every copy.
6. Click Review, then Send envelope or Create draft & review.

When you tick several templates, a number appears on each one. Documents go in the envelope in that order. To change the order, untick a template and tick it again.

With several templates, every role needs a name and email, even for a draft.

You can’t combine several templates with File column files. Template + File column uses one template.

Save a template set

1. On the Select a template step, click Manage template sets.
2. Click New template set and enter a name.
3. Tick 2 to 5 templates. Documents go in the envelope in the order you tick them, shown by the numbers.
4. Check Who signs. Anything that stops the set from being saved is listed below it.
5. Click Save template set.

Template sets are shared with everyone on your monday.com account who uses the same Docusign account.

Use a template set in an automation

In the Docusign send-from-template action, template sets are at the top of the template list, marked with 📦. Mapping works the same way as in the item view: each role is one row.

Each send counts as one run, whatever the number of templates. See Plans and usage.

Tracking automations and certificates work as usual. A template filter matches an envelope if the template you chose is one of the templates in it.

If something can’t be filled

If Docusign refuses the field values or the brand, the app tries again without them and saves a draft with a note. A template set that can’t be created stops with a message, and nothing is created. See Troubleshooting.