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Envelope Type Feature

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For the envelope type feature, is there an option to customize the list or to assign a specific envelope type to an existing template?

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nathaly.mongeAnswer

Docusign Employee

Hello @Paul.Y and @Teich ,

Welcome to the Docusign Community and thank you for posting your concerns!

There is a way to disable the option, administrators have the ability to disable it if needed. To do so, simply navigate to Settings > Sending Settings > locate the option labeled "Enable envelope types dropdown," uncheck it, and then save your changes.
When selecting the “Other” option you should be able to create custom envelope types: Envelope Types

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!

Pawan Gangwani

Hero

Hello @Igrier

Welcome to the DocuSign Community!

I think we can not customize the option for now as this feature came on March 25, 2024 itself. For sure in the future it will be customizable.

Thanks!

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T

Teich

Conversation Starter

Is there away to hide it?

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Diana Teich

P

Paul.Y

Newcomer

Are we able to tailor the envelope type to our industry? I’m in construction management and would be nice to have “Construction Draw” , “AIA”, “Contract Extensions”, etc.

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N

nathaly.monge

Answer

Docusign Employee

Hello @Paul.Y and @Teich ,

Welcome to the Docusign Community and thank you for posting your concerns!

There is a way to disable the option, administrators have the ability to disable it if needed. To do so, simply navigate to Settings > Sending Settings > locate the option labeled "Enable envelope types dropdown," uncheck it, and then save your changes.
When selecting the “Other” option you should be able to create custom envelope types: Envelope Types

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!

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T

Teich

Conversation Starter

Thank you that work.

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Diana Teich

N

nathaly.monge

Docusign Employee

Hello @Teich ,

Thank you for reaching back.

I’m glad to hear that it worked, 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.

I hope you have a great day!

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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