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Emad Radwan
Troubleshooter
Troubleshooter
Sep 11, 2024 2:26 PM UTC
Solved

Template Agreement Manager - (formerly Navigator)

Hello, 

 

How can I customize tab/column in Template view Agreement Manager - (formerly Navigator) bar?

 

For example, I would like to add Tab/Column called Product Type or Product name next between Name & Owner.

 

Name           Owner      Powerforms    Created Date             Last Change                Folder

Docusign Employee
Sep 12, 2024 12:41 PM UTC

Hello @Emad Radwan ,

Thank you for reaching out here in the Docusign Community. 

At the moment, Docusign does not have an option to edit the columns that are displayed on the template tab, however, if you run a template report you might find the information you are looking for: Template Report

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!
 

2 replies

Docusign Employee
Sep 12, 2024 12:41 PM UTC

Hello @Emad Radwan ,

Thank you for reaching out here in the Docusign Community. 

At the moment, Docusign does not have an option to edit the columns that are displayed on the template tab, however, if you run a template report you might find the information you are looking for: Template Report

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!
 

Translate
Docusign Employee
Oct 29, 2024 7:22 PM UTC

Hello @Emad Radwan ,

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!
 

Translate