Hi ​@JBColo,

Welcome to the Docusign Community — we're glad you're here, and happy to share knowledge with you.

We understand the account does not utilize Templates, and you're looking to create eSignature Templates. We're here to help you navigate this. 

If you're unable to create or save an envelope as a template, it's likely due to your current permission profile lacking the necessary permissions. To resolve this, please get in touch with your Administrator to provide you with the appropriate permission. Here are the resources:

Create a Template | eSignature

Permission Profiles

Permission Profile Options

I also noticed you selected "Docusign Maestro" as the Category for your question. If your goal is to create a Maestro workflow from an eSignature template, we have a guide for that too 👉 Create a Workflow from an eSignature Template

However, even in this scenario, you'll still need to ensure your Administrator updates your Permission Profile to allow you to create eSignature templates.

I hope you find this guidance helpful. If yes, we would greatly appreciate it if you could mark it as "Best Answer" ✅, to help other community members find trusted answers and follow similar steps.😊

Let us know if you have questions— we're here for you!

Regards,

Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"

Hi ​@JBColo,

I trust all is well. We’d like to know if the suggested solution was helpful. If yes, we would greatly appreciate it if you could give it a like and mark it as "Best Answer" ✅, to help other community members find trusted answers.😊

Let us know if you have questions or need further assistance—we're here for you!

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"