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Add Password to Template Not Available

Forum|Forum|2 years ago
February 23, 2024
3 replies
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Hello,

We use DocuSign eSignature and I would like to add a password to a template so senders don’t have the ability to edit the template but still send.

There are instructions that state to use Advanced Options when editing the template under Password section.

When I click on Advanced Options, there is no Password section for me to add a password to the template. I am the Admin and wanted to know is a setting or something I need to do to account settings to allow this functionality?

Thank you.

Best answer by Michael.Levy

Are you the owner of the template or was the template created by someone else and shared with you? I’m not aware of anything that needs to be enabled in order to set a template password but it MIGHT be that only the owner can do that. If the template was shared with you, then perhaps the owner of the template can set a password.

When I edit a template I own and click Advanced Options I see the “Template Password” option:

I hope this helps.

Regards,
Michael

"Select as Best" below if this answer solves your issue.

Michael.Levy

Answer

Digital Collaborator

Are you the owner of the template or was the template created by someone else and shared with you? I’m not aware of anything that needs to be enabled in order to set a template password but it MIGHT be that only the owner can do that. If the template was shared with you, then perhaps the owner of the template can set a password.

When I edit a template I own and click Advanced Options I see the “Template Password” option:

I hope this helps.

Regards,
Michael

"Select as Best" below if this answer solves your issue.

Michael Levy | Former DocuSign Customer Success Architect

S

sviggiano

Author

Newcomer

Thank you so much for your quick reply. That was it, I didn’t realize I was testing it on a template that I did not own.

Again, thank you - very helpful! Have a great day.

Suzanne

C

Christopher.Alpizar

Docusign Employee

Hi @sviggiano,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was 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, feel free to 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.

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