Cannot View Entire History of Template that I Own

Question

I’ve created a template and have shared that with select colleagues to use. In order to keep track of when the template has been used by the colleagues I shared it with, from my understanding is I should be able to see that in the History (Template→Elipses→History). However, when I click on history I only see my own use history of that template. I am the owner of the template as well. Is there a step I’m missing? How can I view when the template I have created, shared, and am owner of has been used by the users I’ve shared it with?

Jenny.Martin · Accepted Answer

Hello ​@Emka,Thanks for reaching out, and welcome to the Docusign Community!You’re not missing a step. Thehistoryon 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 templateusing Reports. To do this,go to Insights > Reports > Envelope Report > Edit Columns > add Template Names > thenRun ReportI 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 questionsBest Regards,Jenny |Docusign Community ModeratorIf this helped,like 👍and mark it as “Best Answer.”

Emka · Answer

Hi ​@Jenny.MartinThanks 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?

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