As a DocuSign administrator, you can efficiently manage your users and templates within DocuSign, and also seamlessly handle your DocuSign templates through Talos.

This dual capability grants you full control over your DocuSign account, allowing you to determine user access for each template and to create or modify templates as needed.

To create a new user account on DocuSign, which allows users to send envelope to internal signatories and candidates, please see DocuSign's guide on 'Add Users to Accounts'.

To create and edit templates within DocuSign, which users can add to envelopes to send to internal signatories and candidates to sign, please see the below guides on DocuSign's website:

Creating a Template

Edit Templates

Share Templates

Within each of these guides, there are additional guides that delve in to more in-depth information for each part of managing your DocuSign templates. These can be found down the left-hand side on DocuSign's website.

When creating your templates in DocuSign, you will have to select a set signing order which will allow you to set specific signers in Talos when the envelope is being sent.

You can do this by selecting 'Set Signing Order' in the add recipients section of the template builder in DocuSign.

In the signing order, only 'Role' should be set as all other information is pulled from Talos.

When creating your templates, if you have fields with candidate information that you would like to complete, you can set a data label which can be linked to Talos.

When you generate your envelope, you will see the data label which will indicate the information which is required in the field.

You can either free type a data label, or you can use one of our placeholders, which can be found in the 'DocuSign Placeholders' guide.

The placeholder will automatically populate the information into the field, as long as this has been completed in Talos.

Talos allows you to add your DocuSign templates to the ATS, where you can then send these as envelopes from the system. This keeps all information related to the candidate within one system.

To add a new template go to Manage Esign Templates which will load Manage E-Sign Templates screen. This screen will show you all templates that have been imported, if they are enabled in Talos and which users have been assigned access.

To add a new template click on the 'Import Templates' button which will generate a list of all available templates within your DocuSign system. You can then select the template you would like to add to Talos and click on 'Import':

This will open the Import Template screen, where you see all the fields available in the template. If your data labels have been setup correctly, you should see clear text in the display name section which will help you when sending the envelope.

On the right of this screen, you will see an import option. This is where you select which fields are imported with the template. Unselect any fields you do not wish to be completed in Talos. This will include any candidate fields.

Once all relevant fields have been selected and you are happy with the setup, click on 'Process Import' which will add that template. You will need to add each template individually that needs to be available in Talos.

When a new template is added, you will need to enable this within the 'Manage ESign Templates' screen.

In the Manage ESign screen, you will see a various options manage your DocuSign templates within Talos. These include:

This is a toggle option which allows you to enable or disable the template on Talos. When a template is enabled, it will be available for all assigned users when sending a DocuSign envelope:

Editing a template shows you all imported fields of the template. You can use this to check if all required fields have been imported and if any have been added in error. If any fields have been added in error, you will be able to re-import the template and make the necessary changes.

You are also able to re-order the fields by dragging and dropping the field(s) into the required order. This will update how the fields appear in the envelope preview:

You can assign users to have access to DocuSign templates within Talos in two different ways.

The first way is to click on 'Assign Users' next to the template you would like to add access to and then select the relevant users from the 'Available Users' column and moving them using the left arrow to the 'Selected Users' column:

Once you are happy with the user access, click on 'Save'

The second way is to bulk assign users. This can be used if the same users are needing access to the same templates.

To bulk assign users access to templates, click on the tick-box to the left-hand side of the template name on all templates you need to grant access to:

You will then see the 'Bulk Assign' option appear next to the 'Import Templates' option in the top right-hand corner of the screen:

When the 'Assign Users' screen loads, any user who has access to any of the templates you are updating the access to, will be shown under the 'Selected Users' column, to indicate they already have access.

Select the relevant users from the 'Available Users' column and move them using the left arrow to the 'Selected Users' column to grant them access.

If all of the required users have already been assigned, click on 'Save' to update this across all selected templates.

This gives you the option to re-import any existing templates that have already been added to Talos. You may need to use this feature if there is an import error from the original import, or if certain changes have been made to the template in DocuSign.

To re-import a template, click on the 'Re-Import' option within the Manage ESign Templates screen, which will open the 'Re-Import Templates' screen. From here, you can update the imported fields as required.

Please see the steps to import the template here.