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Envelope Type Feature

Forum|Forum|2 years ago
August 27, 2024
6 replies
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For the envelope type feature, is there an option to customize the list or to assign a specific envelope type to an existing template?

eSignature

Best answer by nathaly.monge

Hello @Paul.Y and @Teich ,

Welcome to the Docusign Community and thank you for posting your concerns!

There is a way to disable the option, administrators have the ability to disable it if needed. To do so, simply navigate to Settings > Sending Settings > locate the option labeled "Enable envelope types dropdown," uncheck it, and then save your changes.
When selecting the “Other” option you should be able to create custom envelope types: Envelope Types

Let us know if you need further assistance with this.

Best regards,

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

Pawan Gangwani

Hero

Hello @Igrier

Welcome to the DocuSign Community!

I think we can not customize the option for now as this feature came on March 25, 2024 itself. For sure in the future it will be customizable.

Thanks!

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

T

Teich

Conversation Starter

Is there away to hide it?

Diana Teich

P

Paul.Y

Newcomer

Are we able to tailor the envelope type to our industry? I’m in construction management and would be nice to have “Construction Draw” , “AIA”, “Contract Extensions”, etc.

N

nathaly.monge

Answer

Docusign Employee

Hello @Paul.Y and @Teich ,

Welcome to the Docusign Community and thank you for posting your concerns!

There is a way to disable the option, administrators have the ability to disable it if needed. To do so, simply navigate to Settings > Sending Settings > locate the option labeled "Enable envelope types dropdown," uncheck it, and then save your changes.
When selecting the “Other” option you should be able to create custom envelope types: Envelope Types

Let us know if you need further assistance with this.

Best regards,

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

T

Teich

Conversation Starter

Thank you that work.

Diana Teich

N

nathaly.monge

Docusign Employee

Hello @Teich ,

Thank you for reaching back.

I’m glad to hear that it worked, if you found my 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.

I hope you have a great day!

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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