DocuSign

DocuSign is an electronic signature platform that helps businesses send, sign, and manage documents digitally.

Website

docusign.com

Industry

Collaboration

Share this article:

How to trigger events when a template is created in DocuSign

Here is how to trigger events when a template is created in docusign

First click on the "Admin" link in the top navigation menu
Then scroll down the page to view more content
Next click on the "Connect" option in the left sidebar under the INTEGRATIONS section
Then click on the "Actions" dropdown button next to a custom configuration in the configurations table
Next select the "Edit" option from the Actions dropdown menu
Then scroll down the page to view the Trigger Events section
Next click on the "Template" accordion to expand it
Then click on the "Template Created" checkbox to enable it
After that scroll down to the bottom of the page
Finally click on the "Save Configuration" button to save the changes

Create your own interactive guide with Guideflow

Why should you trigger events when a template is created in DocuSign

DocuSign streamlines the process of electronic signatures, enhancing business efficiency and security.

One of its notable features is the ability to trigger events when a template is created. This functionality ensures that actions such as notifications or workflow initiations occur automatically, saving time and ensuring consistency.

By automating these processes, users can focus on more important tasks, enhancing productivity and reducing the margin for human error.

Last update

February 14, 2026

Tutorials