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Recipient required for templates?

  • May 16, 2024
  • 2 replies
  • 927 views
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New Voice
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I would like to set up a contract template without entering in a recipient.  Idea is that when I have a new client I can just update the template with their project info and send to them but it’s requiring that I enter a recipient to create a template, seems very counterintuitive, what’s the best practice here?

Best answer by David.Schmitz

@STCATX Templates should only require the “Role” to be entered but you can leave the Name and Email address blank so that you fill out that information when the envelope is created by selecting “Use”.  Try that and see if that allows you to advance to the tagging screen without error.  

J

2 replies

D
Hero
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@STCATX Templates should only require the “Role” to be entered but you can leave the Name and Email address blank so that you fill out that information when the envelope is created by selecting “Use”.  Try that and see if that allows you to advance to the tagging screen without error.  

JohnSantos
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C
Community Moderator
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Hi @STCATX,

 

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 or if the information that was provided was useful.

 

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,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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