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Digital Documents

Import Docusign Templates

Import templates from Docusign into Go Method so you can manage and use them for signed document requirements.

  • You must be a Go Method admin to do this.
  • Integration with Docusign or SignNow must be connected.
Upload documents from Docusign or SignNow to Go Method so you can access them in one place and create signed document requirements later on.
  1. Click Admin > Components.
  2. In Documents select Import Template.
    The Import Template button allows you to upload saved documents from Docusign and SignNow.
  3. Select a template from the list to start the importing process.
    Note: Only templates that are saved in Docusign/SignNow and NOT YET imported show up in the list of templates you can import.
  4. When the importing process is complete, the template is listed under Document Name with the date it was added.
    Note: When you update templates in Docusign/SignNow, a message displays in Go Method to re-synchronize the template. This will update the document in Go Method to reflect the changes made in Docusign/SignNow.
Now that you've imported the template in Go Method, you can use it to create document requirements for participants.
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Last updated: April 13, 2026

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