Hello, @MarielM
You are welcome to the Docusign Community!
Have you tried this:
In the Reports section, run the Envelopes report, add columns like Envelope’s sender/creator, Template ID, specify the date period. Run the report then export it as a .CSV file
Now, run the Templates report for the same date period. Export it as a .CSV file.
Using Excel you can make a relation with the Templates IDs with the envelopes where a sender use it a template.
For audit purposes you can get a list of everybody who get access for sending an envelope through a template. I know it is not exactly what you want, but may help in some way.
I hope that helps!
Best,
Alexandre
@Alexandre.Augusto - thanks for this suggestion. I will do this. I can at least get me more information than I currently have. This way I can see who has used the particular templates, but still missing piece of who hasn’t used it but has access to send/edit.
Thanks for your input! Appreciate it.
Hi @MarielM
I’m glad to help!
If you think that was useful, I’d appreciate your Like here and mark as the Best Answer, thanks a lot!