Uploading a document to DocuSign as a template allows you to set up fields within your document. When the recipients open the document, DocuSign flags fields they need to fill in, like signatures, names, and dates.
Last updated: February 2026 · DocuSign
In This Article
Prerequisites
Integrate DocuSign® with BrokerEngine
Creating a document template
To create a DocuSign template from a document, log in to your DocuSign account. Select the Templates menu tab and click CREATE TEMPLATE.
Enter a name and description for the template.
Click UPLOAD and browse to your document, or drag your document from a file explorer window into the dotted Add documents field.
Set roles for each recipient. Click ADD RECIPIENT to add a new role. Typically, you'll want the following:
Assignee 1: Needs to Sign
Assignee 2: Needs to Sign
Broker: CC Receives a Copy or Needs to Sign.
Leave Name and Email fields blank.
Leave Set signing order unticked if you want clients or the broker to be able to sign the document in whatever order they need to.
Go to the bottom of the page and click NEXT.
Note: If you've enabled mobile authentication, leave the Mobile Number field blank.
Setting signature fields
Set a signature field for each recipient. Ensure the Assignee 1 and Assignee 2 labels show as Assignee 1 or Assignee 2.
Scroll down to the signature page in your document. Drag and drop the Signature field to the signature page.
Drag and drop Date Signed and Name fields, if needed.
Click NEXT. Scroll through the document and verify the tabs, especially the signature fields. Click SAVE TEMPLATE when the template is complete.
Enabling automatic matching
Automatic matching allows DocuSign to recognise documents that you've already uploaded as templates and use preformatted document fields, like Signature and Date Signed fields.
Click the icon account and select My Preferences.
Click Template Matching on the side menu.
Check the box next to Match templates to uploaded files.
Click Save.
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Use Phone Authentication with DocuSign
DocuSign sends an email notification to signers when an envelope (i.e. a package of documents) needs a signature. DocuSign also sends emails for other events (e.g. when the envelope is complete). Brokers can configure settings to disable DocuSign email notifications when you send a document from BrokerEngine. This article shows you how.
Contents
Prerequisites
Opening the DocuSign settings page
Related articles
Prerequisites
Integrate DocuSign® with BrokerEngine.
Opening the DocuSign settings page
Log in to DocuSign. Click the Settings tab at the top of the page.
Click Signing and Sending > Email Preferences in the side menu.
Click the API User tab.
DocuSign displays a list of email notifications that can be sent to senders and document signers. By default, all notification options are enabled.
Go to the For Signers heading.
Clear the checkbox for any notification you do not want your clients to receive.
Click SAVE.
DocuSign updates your notification preferences and applies the changes to all future envelopes.
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DocuSign Troubleshooting
Here is a list of issues (and solutions) you might encounter when using DocuSign with BrokerEngine.
Contents
Prerequisites
Matching broker name
Matching email addresses
Using the Set up recipient modal
Empty DocuSign envelope
Receiving multiple emails from DocuSign
Looping issue on the Next button
DocuSign logs out of the integration
Missing Next & Finish buttons
Receiving an operation not supported message
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Prerequisites
None.
Matching broker name
Make sure the name of the broker on the BrokerEngine card is the same name used on the DocuSign Integrations tab (Settings > Integrations > DocuSign).
Matching email addresses
The names and email addresses of all parties in the DocuSign modal and Applicant Detail section must be the same.
Important: If there are co-applicants, each party must have their own unique email address. Two people sharing the same email address creates issues.
Using the Set up recipient modal
When configuring Client Portal settings, the Recipient Type must be set in the Set up recipients modal, not the DocuSign modal. If the Broker field is set to receive a copy, then the Receives a Copy recipient type must be selected.
Recipient error message
Problem
The Client Portal page displays this error message: The recipient you have identified is not a valid recipient of the specified envelope.
If you delete a recipient's envelope inside DocuSign, manually add an envelope, and click Sign Now, BrokerEngine displays this message.
Solution
Delete the document request category and then recreate the document request category. This resets the envelope for the recipient.
Empty DocuSign envelope
Problem
When template matching is enabled, DocuSign must match the role and recipient type in the document you're sending and the matching template. If DocuSign can't find a template with the exact document, role, and recipient matches, it returns an empty envelope.
Solution
Check your Role and Recipient Type fields against the DocuSign template you want to use. Ensure they match perfectly, including the case.
Receiving multiple emails from DocuSign
Problem
An applicant receives multiple emails from DocuSign. In many cases, the problem comes from conflicting recipient settings.
For instance, you set an applicant to receive a copy of the document in the BrokerEngine Set up recipients popup.
On the DocuSign page, the applicant's setting is Needs to Sign.
Based on these settings, DocuSign sends out these emails to the recipient:
1st email - Contains an invalid Review Document link.
2nd email - A corrected email that informs the recipient that they no longer have access to the link provided in the first email.
3rd email - Contains the valid Review Document link which the applicant can use to sign the document.
Solution
Double-check your Role and Recipient Type settings in the Set up recipients popup before clicking Next. Avoid making changes to these settings inside DocuSign.
Looping issue on the Next button
Problem
You experience a looping issue when you click the Next button on the Set up recipients popup. Normally, the Next button opens a DocuSign page.
Often, the cause of the problem is conflicting passwords. You changed your DocuSign password, which generated a new token that doesn't match the information on the BrokerEngine server.
Solution
Go to the BrokerEngine Integrations page (Settings > Integrations). Click the Disconnect button.
Relink your DocuSign account by clicking the Login to DocuSign button.
DocuSign logs out of the integration
Problem
DocuSign integration log-out is automatic after 30 days of inactivity.
Solution
Go to the BrokerEngine Integrations page and log back into DocuSign.
Missing Next & Finish buttons
Problem
Clients can't see the Next or Finish buttons when signing a document with an iPhone.
Solution
Ask the client to tilt their device into the landscape position before clicking the Sign Now button. Also, you can add this instruction to the description box of your document request as a reminder.
Receiving an operation not supported message
DocuSign displays a message: A carbon copy recipient has been specified as captive. This operation is not supported.
This issue occurs when two events happen: 1) The Recipient Type was not set up correctly in the Client Portal Set up recipients popup, and 2) The recipient type was changed only in the DocuSign modal.
For instance, the Broker is set to receive a copy on the Set up recipients popup and a different setting was selected inside DocuSign.
Solution
To resolve this problem, create a new document request and make sure the correct Recipient Type has been selected in the Set up recipients popup.
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