Prevent Users from sending documents which are not Template-matched in Docusign

Hi ​@Shubh,

Thank you for reaching out and a warm welcome to the Docusign Community - we're glad you're here, and happy to share knowledge with you!

We understand your need to implement general restrictions on envelopes sent from your account. While there isn't an account-wide setting that directly achieves your desired outcome for blocking the sending option, you may consider this approach to help you achieve your goal.
Step 1: Enable the 'Require a template for all envelopes sent from this account' setting. This will ensure that senders can't send envelopes without first selecting a template, aligning with your goal of all outgoing envelopes originating from a Template 👉Templates
Step 2: Through the template advanced options settings, select Quick send only. When the template is used, the sender simply completes the recipient and envelope information and sends. There will be no option to click on Advanced Edit  👉 Template Usage Options.

A different way to prevent envelope senders or group of senders from uploading documents is through disabling document upload from their Permission Profile.

If you found this suggested solution helpful, please consider selecting it as 'Best Answer' ✅to mark it resolved and assist other community members in finding trusted answers.

Let us know if you need further assistance. Here if you need us!

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

We have the same question, as we are trying to prohibit end users from modifying the Subject and Message fields in the Add message section when creating an envelope. We have enabled “Require a template for all envelopes sent from this account” setting enabled, and our end user templates have the Advanced Option for “Allow senders to edit the subject, email, or private messages” setting unchecked, but these restrictions don’t appear to apply if either:

1. No matching template is found
2. The user is prompted with a list of matching templates, but the user clicks Cancel instead of Apply.

In both of these cases, the user is able to send an envelope without a template and modify the subject / email body, which contradicts the “Require a template for all envelopes sent from this account” setting. 

Hi ​@JFunk — thanks for posting your question.

We understand you're experiencing an issue where settings and template restrictions aren't applying as expected, allowing users to modify subjects/messages and send envelopes without a template.

We're unable to reproduce this on our end. Enabling  'Require a template for all envelopes sent from this account' from settings and limit the changes that senders can make when using a template, prevents me, even as Administrator, from sending envelopes without a template or making edits before sending.
To investigate, is your email here in the Community the same as the email linked to your DocuSign account?  If the template contains no Personally Identifiable Information, may you please send us a copy? Instructions for downloading the Template here 👉 Download Templates

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

Hi ​@Melanie.Panguito - our issue is specific to the Print Driver utility. If logged directly into Docusign, I can confirm I do not see the “Send an envelope” option in the Agreements tab and have to start from a template in order to create an envelope. If using the Print Driver, I am able to send an envelope without a template and modify the message section.

Hey ​@JFunk 

Got it, thanks for the clarification. To recap, the  'Require a template for all envelopes sent from this account' setting in DocuSign's Sending Settings works for the web interface but not for the Print Driver. Currently, this is a known limitation of the print driver. Internally, there was an enhancement request for this functionality, but we would also encourage you to submit this as a feature request on our Ideas board to gain visibility and allow others to upvote it and enable you to track its status 👉 Ideas for Docusign product enhancements | Submit a feature request.

Sincerely,

Melanie | Docusign Community Moderator

Hi ​@Shubh,

How are you? Do you still have questions or need further assistance?

​​​​@JFunk,

We saw your posted Idea: Apply 'Require a template setting' to DocuSign Print Driver. We greatly appreciate your Idea to help us improve our platform.

If the suggested solution was helpful or pointed you in the right direction, we would greatly appreciate it if you give it a like and mark it as "Best Answer" ✅, to help other community members find trusted answers and follow similar steps.😊

Let us know if you need further assistance—we're here for you!

Sincerely,

Melanie | Docusign Community Moderator

Helpful? Feel free to hit “Best Answer” so others can benefit too!