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We receive access to DocuSign because we have a relationship with Schwab. However, I can’t seem to share my profile or templates with other users. Is this because we don’t get those features with this free version?

Yes, it depends on your access and how your account is set up. The basic DS Profiles don’t allow template creation and sharing, only to use them. Your admin would have to move you to a different Profile that allows to create/send templates.

 

David


Hello @Jen Isotalo ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
 


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