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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”.
Solved
Is it possible to use a template but not include all the documents in the template?
+1- New Voice
Best answer by Alexandre.Augusto
Hello,
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
+18- Docusign Employee
- Answer
Hello,
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
+1- 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!
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