@Mo Pool Man If you have a Template created and you are the owner of that Template you can edit the email messages prior to creating the envelope if you want to update the Template. You can also create a new envelope from a Template and make the changes prior to selecting “Send” by going in the “Advanced Edit” mode of the envelope to make the modifications you need, then Send. Altering the Template means you want all new envelopes to contain the updated text.  Updating the envelope created from the Template means you are just making a small adjustment for that particular envelope.

Hi @Mo Pool Man,

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? 

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,   

Alejandro R. | DocuSign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

I’m the owner of the template and I want to edit the Email Subject of the envelope before I send it out each time I use template.  The Email Subject & Email Message are greyed out.  I don’t have Advanced Edit, just Advanced Options.  Am I overlooking something when I create the template so I can edit the envelope each time?  

Hi @StacieB,

Thank you for making us aware of this issue.

Try editing your template in Templates>My Templates>Edit (next to your template). You should have the option to edit all the templates you own and are listed in this folder.

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!