New Voice

Solved

Templates

Forum|Forum|2 years ago
June 20, 2024
6 replies
98 views

I created a template with multiple fields that had radio, check boxes, dropdowns, etc., with conditional logic in most of the fields. I created a power form with it and tested it a few times with colleagues and out of the blue, without me or anyone else changing the template all of my fields are gone, nothing was saved. I looked at the history of the template, but it doesn’t say anything of how it was changed. There is no restore option to use either. Any idea how and why this happened? How can I prevent this from happening again?

Best answer by JohnSantos

@Yisa

It's frustrating when all your hard work on a template disappears without any clear explanation!

If you tested your template, you could create a copy of a previous envelope sent and create a template from that envelope.

From your previously sent envelopes, you should have an option to save the envelope as a template so you can recuperate your work.

JohnSantos

Answer

Guru

@Yisa

It's frustrating when all your hard work on a template disappears without any clear explanation!

If you tested your template, you could create a copy of a previous envelope sent and create a template from that envelope.

From your previously sent envelopes, you should have an option to save the envelope as a template so you can recuperate your work.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

Y

Yisa

Author

New Voice

Thank You! It worked 😀Yes, I was able to save the template with all the fields. Any idea how this happened? If not, would you be able to point me where I may be able to find this information?

JohnSantos

Guru

@Yisa

No ideas how it might have happened. How many other users have access to modify the template? You might want to password protect it. Or save the JSON outside of DocuSign.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

Y

Yisa

Author

New Voice

Thank you! We have a shared account and all of us are admin, so even with password protected they can edit the template. I know the template wasn’t edit, the history does not show any changes.

JohnSantos

Guru

@Yisa

I would reach out to DocuSign support to see if there is anything they can do to find out.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

C

Christopher.Alpizar

Docusign Employee

Hi @Yisa,

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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