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I am trying to upload a template, I do not have the uplaod option in Templates

Forum|Forum|3 years ago
August 24, 2023
3 replies
1156 views

I have tried multiple times to upload a template from another account to my new account. I do not have the upload option. See screenshot. docusign template

eSignature

Best answer by Community Expert

Hi,

Thank you for reaching out here in the DocuSign Community.

I am sorry to hear that you are not getting the option to upload a template, but I will gladly help you correct the issue as soon as possible.

This behavior is defined by the account administrator in Settings>Sending Settings>Enable Template Upload.

However, there are scenarios in which the setting might not be visible as an option in the account settings.

In this case, DocuSign Support will need to enable the feature on the application's back end on your behalf.

To do so, please create a case and have a Support Expert take a closer look at your setup.

https://support.docusign.com/en/contactSupport

If you are not able to open the case on the same page, you should scroll down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support.

Feel free to let us know if you need further assistance with this.

Thank you for using DocuSign, we hope you have a wonderful rest of your day!

Best regards,

Alejandro R. | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

C

Community Expert

Answer

Docusign Employee

Hi,

Thank you for reaching out here in the DocuSign Community.

I am sorry to hear that you are not getting the option to upload a template, but I will gladly help you correct the issue as soon as possible.

This behavior is defined by the account administrator in Settings>Sending Settings>Enable Template Upload.

However, there are scenarios in which the setting might not be visible as an option in the account settings.

In this case, DocuSign Support will need to enable the feature on the application's back end on your behalf.

To do so, please create a case and have a Support Expert take a closer look at your setup.

https://support.docusign.com/en/contactSupport

If you are not able to open the case on the same page, you should scroll down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support.

Feel free to let us know if you need further assistance with this.

Thank you for using DocuSign, we hope you have a wonderful rest of your day!

Best regards,

Alejandro R. | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

C

Community Member

Legacy User

Thank you so much! This worked. I have been trying to get into contact with Docusign support for weeks. They never called me back or replied to my ticket. You saved me from more wasted time.

C

Community Member

Legacy User

Hi,

Thank you for following up.

I am glad to hear that you found the steps I shared useful, please take into consideration selecting the comment as the "Best Answer" if you find that it helped you solve your issue.

Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible.

Best regards,

Alejandro R. | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.