Hello,I just started to you the up, and I did watch the videos: How too …Unfortunately, if I go to temples, I do not have the option to add new temples.Is there a reason for it, that the button is missing? How do I create a template without the button “NEW”?Thank you for all the helpanastasia

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Anastasia

New Voice

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Create Templates / Button new is missing

Forum|Forum|2 years ago
May 13, 2024
3 replies
1462 views

Hello,

I just started to you the up, and I did watch the videos: How too …

Unfortunately, if I go to temples, I do not have the option to add new temples.

Is there a reason for it, that the button is missing?
How do I create a template without the button “NEW”?

Thank you for all the help

anastasia

eSignature

Best answer by Alexandre.Augusto

Hello, @Anastasia

You are welcome to the Docusign Community!

It’s necessary to the user has a Permission Profile that permits the Template’s Creation permissions.

By default, only DS Admin permission profile permits Templates creation/share permissions.

Your Admin can create a customized Permission Profile giving permissions to Templates’ creation then add your use for that.

Let me know if I answered your question.

Best,

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Anastasia

You are welcome to the Docusign Community!

It’s necessary to the user has a Permission Profile that permits the Template’s Creation permissions.

By default, only DS Admin permission profile permits Templates creation/share permissions.

Your Admin can create a customized Permission Profile giving permissions to Templates’ creation then add your use for that.

Let me know if I answered your question.

Best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

A

Anastasia

Author

New Voice

thank you, that helped and we did as suggested.

C

Cobo

New Voice

So why the hack do you frustrate your users by not telling them what the problem is directly in the UI? A simple greyed out button with additional info saying “you don’t have the permission to create templates” plus a request link would be a standard and easy UX solution. Not offering such a simple thing in 2025 is beyond any proper, modern user experience.

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