Cannot View Entire History of Template that I Own

Hello ​@Emka,

Thanks for reaching out, and welcome to the Docusign Community!

You’re not missing a step. The history on a template only records actions taken by the template owner. It does not capture usage by users who send envelopes from the shared template.

If you are the admin, you can track  others who use your template using Reports. To do this, go to Insights > Reports > Envelope Report > Edit Columns > add Template Names > then Run Report

I hope this helps clarify things! If you found this response helpful, feel free to give it a like or mark it as the best answer. Let us know if you have any further questions

Best Regards,

Jenny | Docusign Community Moderator

If this helped, like 👍and mark it as “Best Answer.”

Hi ​@Jenny.Martin Thanks for your reply. However, whenever I try to run the report by setting the date range to this year and ass “Template Names” as you’ve suggested, it keeps telling me there are no results. Despite me knowing that colleagues have been using the template I created and shared with them. Any idea why this may be?

Hello ​@Emka,

Thank you for getting back to me.

Could you please confirm whether you have admin permissions on your account? Without admin access, you’ll only be able to view envelopes sent from your own account, not those sent by other users.

Regards,

Jenny | Docusign Community Moderator

Hello ​@Emka,

I hope you are doing well. I want to confirm if you need further assistance. Feel free to let me know, and I will gladly help you address the situation as soon as possible.

Regards,

Jenny | Docusign Community Moderator