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In my company we all use various templates from different offices and have variations to some of the forms we share. Is there a way to only have the templates I create to show up when matching templates for envelopes? 

Hi @mpages,

 

Welcome to the Docusign Community!


We are glad to have you here and can't wait to help share as much knowledge as possible.
 

I understand that you are looking to limit template matching to templates created by you, and I will share more details on the topic. Template Matching will take into consideration all templates assigned to your user, there is no workaround to this behavior at this moment.

 

Nevertheless, feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea to be reviewed by our development team for possible implementation. If you’re a Docusign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team.  We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

 

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!  

 


​Hi @mpages,

 

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation 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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