Allows for adding or customizing documents.

To Add or Create a Custom Document: 

1. Select Settings 

2. Document Templates

3. New Document Type



3. Create a Document Name

4. Select the completion type of the Document

5. Continue

6. Add description

7. Add expiration & Renewal if required

8. Add fields if required

9. Save and then activate





Guidance on how to use the Expiration & Renewal option: 

1. Toggle on the Expiration & Renewal

2. Select the Date Source



3. Name/Label the field

3.1 Auto Calculated Option allows you to enter a specific time frame 

4. Toggle on the automatic request if necessary

 You will be able to adjust specification for the renewal e.g. how many days before expiration the renewal requests gets sent and when reminders get sent






Guidance on how to use the Custom Build Document option: 

Ensure the necessary custom fields are created prior to building your custom document. 

1. Follow the above steps and select the "Embedded form" Document Type

2. Configure via docuSeal

4. Add Your Document

5. Drag required fields onto the document and adjust as needed 

6. Save

For more guidance on how to create a DocuSeal Document click here