Clarification on Template Expiry and Reminder Changes Affecting Existing Envelopes

Question

Subject: Clarification on Template Expiry and Reminder Changes Affecting Existing EnvelopesHello DocuSign Support Team,I have a question regarding the behavior of template settings in DocuSign.Currently, we are using a DocuSign envelope template with the following configuration:	Expiration: 60 days			Automatic reminders: every 3 days	Some envelopes have already been sent using this template.If we update the template settings to the following:	Expiration: 30 days			Automatic reminders: every 5 days	I would like to confirm how this change affects the envelopes that were already sent before updating the template.Specifically, I would like clarification on the following:	Will the previously sent envelopes still retain the original expiration (60 days) and reminder frequency (3 days)?			Or will the updated template settings (30 days expiration and 5-day reminders) apply to those envelopes as well?	Our integration uses Salesforce with DocuSign, so understanding this behavior is important for our contract reminder automation.Could you please confirm the expected behavior?Thank you for your assistance.Best regards,Muthu Raman

Pawan Gangwani · Answer

Hello ​@Muthu RamanWelcome to Docusign Community!Changes made to a DocuSign template (such as expiration duration or reminder frequency) apply only to envelopes sent after the update.Any envelopes that were already sent will retain the original settings (in this case, 60‑day expiration and reminders every 3 days). The updated settings (30‑day expiration and 5‑day reminders) will apply only to newly created envelopes going forward.This behavior remains the same when sending envelopes via Salesforce integration as well.Thanks!👪 Docusign Community LeaderboardTop 5contributor💹 Ranked #3 in theReply Royaltycategory inDocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll:Pawan Gangwani - EY | LinkedIn

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