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I have a template that I have been using and shared with employees with no problem. Yesterday all the DocuSign boxes and signature/date fields totally disappeared. Does anybody run into this problem and what is the solution?
- Legacy User
Best answer by Community Expert
When sharing a Template and not using a password protection on that Template you risk another User editing the Template and potentially causing issues such as field removal, they may have tried to Delete and Upload a new document which would have removed ALL fields and then saved this change. I suggest taking a look at the Template "History" to see who may have edited the Template. If you have a backup (download) of the Template you could restore it. Otherwise you need to fix and save and I would suggest password protecting the Template.
- Docusign Employee
- 1935 replies
- Answer
When sharing a Template and not using a password protection on that Template you risk another User editing the Template and potentially causing issues such as field removal, they may have tried to Delete and Upload a new document which would have removed ALL fields and then saved this change. I suggest taking a look at the Template "History" to see who may have edited the Template. If you have a backup (download) of the Template you could restore it. Otherwise you need to fix and save and I would suggest password protecting the Template.
- Legacy User
- 3548 replies
Edit the Template and then go to the Advanced Options button, the popup window should have a "password" option that can be used to restrict editing of the Template.
- Legacy User
- 3548 replies
I put a password on the template. So now that I put a password on the template is that changing anything for the people that I'm sharing the document with? besides that they can't edit the template.
- Legacy User
- 3548 replies
The Users can still "Use" the Template they cannot make edits to the Template without knowing the password.
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