Prevent Users from sending documents which are not Template-matched in Docusign
Hi everyone,
I had a few queries around the Template matching and general restrictions which can be applied to users. The users are Bank Staff sending out confidential and critical onboarding/contract documents to customers for their signatures.
Can we prevent users from sending out envelopes with uploaded documents where the document has not been template matched, as-in a hard block? We’ve experimented with the Sending settings feature - “Require a template for all envelopes sent from this account”; however, bankers can still get around this by selecting ‘Advanced edit’ and adding additional documents to the envelope canvas which are not template matched, before sending them out.
Is there any setting which blocks the ‘Send’ option when a document has not been Auto-template matched. For example, a banker has uploaded a document and it's not auto-template matched for legit reasons, can we prevent the banker user from sending out that envelope?
Would love to receive feedback and options on how these can be achieved.
Cheers!
Shubh
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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. This process will require users to send envelopes using a template with no option to create new envelopes, limit the changes that senders can make when using a template, and grey out the upload document option when sending via the template. 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: Restrict the modifications users can make when using a template. Here’s a helpful resource with more details 👉 Limit Changes to Templates and Template Fields. Step 3: Disable the document upload option for relevant user permission profiles. This will prevent users under those profiles from uploading new documents, ensuring they adhere strictly to the template's pre-defined content. 👉 Permission Profile Options
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:
No matching template is found
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?
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!
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