What is a "CDT" (Customer Document Template) in DocuSign?

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A Customer Document Template (CDT) in DocuSign refers to a reusable document template that is designed with predefined fields. This allows users to create consistent documents quickly, as the template can be populated with relevant data each time it is used. By incorporating predefined fields, users can streamline the document-signing process, minimizing repetitive data entry while ensuring that important information is consistently captured in a standardized format.

This feature not only enhances efficiency but also helps maintain accuracy across multiple uses of the same document type. The ability to reuse these templates is particularly beneficial in environments where documents are generated frequently, such as contracts, proposals, or agreements. Other options listed, such as a one-time document or a physical document requiring mailing, do not represent the characteristics or purpose of a CDT. Similarly, the notion that a template cannot be edited after creation contradicts the flexible nature of document templates that can be updated as needed.

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