User Permissions - Limit view on templates

Hello ​@Turtle.Island ,
 

Thank you for reaching out to the Docusign Community. 

This might be because of their permission profile which is set to “Use”, this permission allows the user to use shared and created templates by others. 

Following the link below on how to share a template should share the particular template only. 

Share a Template With a User or Group

If a permission profile needs to be updated. You need to reach out to an account administrator or if you are, you may follow the steps below .

View and Edit Permission Profiles

I hope this helps. Please "Select as Best" below if you find the answer to be useful.
 
Best regards,
Marco Paulo| Docusign Community Moderatorhow 

Hi ​@marco.tanglao 

Thank you for sharing that. I forgot to mention that the users do need to be able to upload/attach a document to the template envelopes prior to sending them. Which pretty much means they need to be able to edit it. I have only been able to give them access to that by setting their permission profile to “Use”. Is there a way around this?

Hello ​@Turtle.Island,

You must select “Create” permission for template.

This allow user to edit the template shared to them.

Additionally if there are some templates that you shared and you don’t want them to edit. You can edit the template and go to Advanced Options > Template Modification & Usage.

If you found the 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,
Marco Paulo | Docusign Community Moderator

Hello ​@Turtle.Island,

If you found the 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,
Marco Paulo | Docusign Community Moderator

Hello ​@Turtle.Island 

I hope you are doing well. 

If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post? 

It helps other community members who might have similar questions.

Best regards,
Marco Paulo | Docusign Community Moderator