Admin Sharing Existing Envelopes/Templates

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Good morning,

How would our admin be able to share other existing templates with another employee? When DocuSign was set up for me, it did not include all of the templates.

Thank you,

Kaila

JohnSantosAnswer

Guru

@kailamcalister

You can create a group in DocuSign and add the users to this group and then create a folder and share the folder to the group under templates. All templates added to this folder, will be shared with all users in the group.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

JohnSantos

Answer

Guru

@kailamcalister

You can create a group in DocuSign and add the users to this group and then create a folder and share the folder to the group under templates. All templates added to this folder, will be shared with all users in the group.

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Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

C

Christopher.Alpizar

Docusign Employee

Hi @kailamcalister,

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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