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The option to create a new Template is not visible from my "Template" menu.

  • 6 May 2019
  • 1 reply
  • 424 views

When I select the "Templates" header, the Template page loads on Docusign. However, there is not any option there to create a new template. Am I missing something?Screen Shot 2019-05-06 at 7.29.05 AM

The issue is the Permission Set associated to your DocuSign User. Your current Permission Set does not have adequate privileges to allow you to create Templates. You will need to speak with your DocuSign Admin and have them update your existing Permission Set or assign a new Permission Set that has either "Create" or "Share" on the Template dropdown in the Permission Set.

Here is more on Permission Sets per a DocuSign article....

https://support.docusign.com/guides/ndse-admin-guide-permission-sets


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