Skip to main content
arrow-left Back to Docusign.com
Solved

Create a Template

  • August 7, 2024
  • 2 replies
  • 108 views
L
Newcomer
Forum|alt.badge.img+2

I'm not able to create a template because the option to create doesn't appear to me, when I click on Start, I only have the option to use a template and send an envelope

Best answer by David.Schmitz

@Leonardo.Valerio This is likely a permission issue regarding your DocuSign user.  Most users start with just a “send envelope” type Permission Profile. You will need to reach out to your DocuSign Admin and have then modify your Permission Profile to allow for Template creation, this is usually done by editing your User and applying a new Permission Profile.

2 replies

D
Hero
Forum|alt.badge.img+15

@Leonardo.Valerio This is likely a permission issue regarding your DocuSign user.  Most users start with just a “send envelope” type Permission Profile. You will need to reach out to your DocuSign Admin and have then modify your Permission Profile to allow for Template creation, this is usually done by editing your User and applying a new Permission Profile.

C
Community Moderator
Forum|alt.badge.img+15

Hi @Leonardo.Valerio,

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.

Code of ConductAccessibility statement

Docusign Community

Code of Conduct