Skip to main content
Question

Envelope Type Feature


Forum|alt.badge.img+1

For the envelope type feature, is there an option to customize the list or to assign a specific envelope type to an existing template?

6 replies

Pawan Gangwani
Rising Star
Forum|alt.badge.img+13

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!


Forum|alt.badge.img+2
  • New Voice
  • 3 replies
  • September 18, 2024

Is there away to hide it? 


Forum|alt.badge.img+1
  • Newcomer
  • 1 reply
  • October 7, 2024

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. 

 
 
 

Forum|alt.badge.img+15
  • Community Moderator
  • 2554 replies
  • October 24, 2024

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!


Forum|alt.badge.img+2
  • New Voice
  • 3 replies
  • October 29, 2024

Thank you that work.

 


Forum|alt.badge.img+15
  • Community Moderator
  • 2554 replies
  • October 30, 2024

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!