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Hello,
We have a group set up with a shared folder for templates. I have been added but I am unable to see any templates or the folders shared with me. Is there something I need to do on my end?
Solved
Templates
+1- Newcomer
Best answer by Glen.Steinhardt
Hi
In your comment, you mentioned one thing that stood out to me a bit:
“I am unable to see any templates or the folders shared with me”
Are you seeing the ‘Templates’ tab at the top of your eSignature homepage? If you don’t see that at all, that would mean that your user account does not have a minimum permission of ‘Use’ Templates. To remedy this, you would need to contact your administrator and ask them to change the permission in your profile to allow for this setting. Once complete, you will be able to see templates in the system.
When a user with the appropriate permissions creates a "shared folder" of templates, they can add a user to that folder for accessing those templates regardless of what the permissions of that user is. If that user that was added to that folder, didn't have the appropriate permission to use a template, they simply wouldn't see it.
My suggestion would be to have your administrator go into your permission profile, and click into the user permissions section of that profile to see what level of template permissions you actually have to ensure you have a minimum of Use Templates access.
- Community Moderator
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
As the user, other than just confirming and accessing the folders that were shared with you, there isn’t anything you can do. You can maybe try clearing your cookies and cache or try a different browser. On the other hand, please contact the admin or who was in charge in sharing those folders with you to try to do so again.
For more information on Shared template folders, please view: Folders for Shared Templates
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
- Community Moderator
Hello
If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+9- Docusign Employee
- Answer
Hi
In your comment, you mentioned one thing that stood out to me a bit:
“I am unable to see any templates or the folders shared with me”
Are you seeing the ‘Templates’ tab at the top of your eSignature homepage? If you don’t see that at all, that would mean that your user account does not have a minimum permission of ‘Use’ Templates. To remedy this, you would need to contact your administrator and ask them to change the permission in your profile to allow for this setting. Once complete, you will be able to see templates in the system.
When a user with the appropriate permissions creates a "shared folder" of templates, they can add a user to that folder for accessing those templates regardless of what the permissions of that user is. If that user that was added to that folder, didn't have the appropriate permission to use a template, they simply wouldn't see it.
My suggestion would be to have your administrator go into your permission profile, and click into the user permissions section of that profile to see what level of template permissions you actually have to ensure you have a minimum of Use Templates access.
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