+1How can you set custom permissions that will restrict users from sending legal contracts? I have users I can designate as DS Senders; so they can send internal HR forms for signature; but that also gives them the rights to send any envelope (which could include legal contracts). I need to differentiate between the two.
+21
You can configure the account to allow users to send documents only from pre-approved templates. This ensures that internal HR forms are always used as templates for these users, maintaining consistency and compliance.
Hi
I hope you are doing well.
I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
