@NewM 

Have you had a chance to locate the template? Make sure the user wasn't actually creating an envelope instead of a template, as they can appear quite similar but are stored in different locations. For example, envelopes have a "Drafts" folder, while templates do not.

If the user did create a template, there should be a version of it saved. As an admin, you can verify this by performing an advanced search under the "Templates" section, using the user’s name or email address.

​Hi @NewM,

I hope you are doing well.

I would like to confirm if you could solve your issue by utilizing the suggested solution?           

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!  

@NewM 

Good day to you. To add on to the nice options above. For the future, if this has not been done already. I would like to invite you or anyone in your company to create a free demo environment. You can use the following url:

https://go.docusign.com/demo 

Using this environment you can create and test out as many templates that you would like. And the best part is that if the template tests out well, you can download the template from the demo environment and upload to your production environment. So you don't have to do the same work twice. As the admin of the demo environment, you can set the time-out limit up to the maximum of 2-hours so if the user is distracted and works on something else with the limit of 2-hours available the likelihood of being logged off won’t happen. The only recommendation I would make is when creating the demo environment, you should use a personal email address as well as a fictious company name. When you do that, your demo environment won’t mirror your company's account settings. I hope you fine use in this, and do not hesitate to let me know if you have any further questions.

Regards,

Stephen Whitaker

Technical Product Trainer | Docusign University