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  • Can I set up different templates to have default expiration dates for each? Example: Template 1 - 14 day expiration Example: Template 2 - 5 day expiration Example: Template 3 - 30 day expiration
Can I set up different templates to have default expiration dates for each?

Example: Template 1 - 14 day expiration
Example: Template 2 - 5 day expiration
Example: Template 3 - 30 day expiration

Hello, 

Thank you for reaching out here in the DocuSign Community. 

Yes, you most definitely can. Any user with Template permissions will be able to create templates, if you do not have the option to do so, please contact your administrator for assistance. 

The way to set the expiration on templates would be by clicking New > Create Template > Advanced options on the top right and set the expiration. If these options are grayed out, please have your administrator confirm that "Allow senders to override account defaults" under Settings > Reminder and Expirations is checked.

You can find detailed instructions along with a video on how to create a template here: https://support.docusign.com/en/guides/ndse-user-guide-working-with-templates 

If you have created a template and something doesn’t make sense to you or it’s not working as desired, you can create a Customer Support case and a Support Expert can take a closer look at your setup. 

https://support.docusign.com/en/contactSupport 

 

If you’re not able to open a Customer Support case via the above link, scroll down further on the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.

Best regards, 

Nathaly | DocuSign Community Moderator 

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