The selected document displays in Document Review. Select Edit > Open Document. Docusign Edit downloads the selected document, and opens it in your desktop document editing suite. Note: To …

Jul 25, 2025 · Download Docusign Edit for Windows. Locate and open the installer in your Downloads folder.

Aug 8, 2025 · Docusign CLM preserves document histories and check-ins. Docusign Edit uses your operating system's default program association to determine which editing application downloads …

Jul 26, 2025 · Learn how to edit a template. Go to the Templates page. Locate the template that you want to edit by searching, filtering, or simply scanning the Template list. Click the template actions …

Common errors, causes, and how to resolve related issues uploading documents into the Docusign web application.

Oct 7, 2025 · After re-uploading, please verify the tab's position on the tagger page, re-add it if it has disappeared, and then save your template. This will ensure the document uses the new conversion …

This video describes how to modify a document using Docusign Edit in CLM.

Learn how to edit an existing Docusign template.

Follow these steps to learn how to troubleshoot issues while uploading Docusign documents related to errors, file size, missing data, timeouts, and more.

Note: Your access to templates is controlled by your user permissions, as defined by your Docusign administrator. If you cannot create or edit, or even use templates, check with your administrator.