You can use 7 components to create a template. 


1. Helper Text 

You can provide additional information to the elements of your template, for example instructions for filling out a questionnaire etc. 



2. Text Area 

The external partner can enter a text in this field. 



3. Yes/No Field

Field Choose this field if a question should be answered with either “Yes” or “No”. 



4. Dropdown Field 

One answer can be chosen from the provided options. 



5. Multiple Choices Field

Several answers can be chosen from the provided options. 



6. File-Upload Field 

A document from the partner can be uploaded that is being submitted to you. 



7. Agreement Documents

You can upload a contract or any other document that you want your partner to read and then acknowledge via checkbox or sign with Docusign. 




Example of a completed template