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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”. 

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


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!


Hello, ​@awhitcher 

I’m glad to help!

 

Best,

Alexandre


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

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


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