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Is it possible to use a template but not include all the documents in the template?

Forum|Forum|1 year ago
June 5, 2025
4 replies
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I have a template that has 10+ documents. Is it possible to use that template, but use Advanced Options to remove all but 5 of them to send once? I don’t want to delete the documents permanently from the template so I’m hesitant to click the option to delete them in Advanced Options, while setting up a “Send”.

Templates

Best answer by Alexandre.Augusto

Hello, @awhitcher

When you Use a template a new envelope will be generated with those 10 documents. You can remove the documents from the generated envelope. That will not remove the documents from the template.

I hope that helps, if so, I’d appreciate your Like here.

Best,

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @awhitcher

When you Use a template a new envelope will be generated with those 10 documents. You can remove the documents from the generated envelope. That will not remove the documents from the template.

I hope that helps, if so, I’d appreciate your Like here.

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

awhitcher

Author

New Voice

Thank you! I will give it a try. The documents are all very intricate with lots of fields so I didn’t want to risk deleting it from the template and having to redo that work. I figured it was safer to ask first. I appreciate the reply!

Alexandre.Augusto

Docusign Employee

Hello, @awhitcher

I’m glad to help!

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

J

Jenny.Martin

Community Moderator

Hello @awhitcher,

I hope you are doing well. If you found the response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post? It helps other community members who might have similar questions.

Best regards,

Jenny | Docusign Community Moderator

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