Hello ​@Kpogodda-AVIV,

Thank you for reaching out here in Docusign Community.

Yes, it’s possible to let users use templates but not send envelopes with the right Permission Profile settings. 

Users can access templates, fill in data, and prepare envelopes. But they cannot actually send those envelopes, the Send button will be disabled or replaced with Save as Draft depending on your plan and configuration.

Another authorized sender (e.g., an admin or designated role) can review and send it later.

Here’s how you can do it:

1. Go to
Settings → Users and Groups → Permission Profiles
2. Create or Edit a Permission Profile
3. In the permission settings:

Templates: Allow “Use Shared Templates” (so they can select and fill templates)
Sending and Signing: Uncheck “Send Envelopes” or disable “Create and Send Envelopes”
4. Assign this permission profile to the users you want to restrict.

Permission Profile Options

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