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The “Require a template for all envelopes sent from this account” setting only applies to envelopes that are initiated directly from DocuSign. We have staff users that print a myriad of sensitive documents using the DocuSign Print Driver, and they are able to get around the template requirement setting if: 1) no matching template exists or 2) they click the ‘Cancel’ button when prompted with the popup containing matching templates.
If the “Require a template for all envelopes sent from this account” setting was applied across the board, we could ensure all envelopes are sent with a uniform presentation, and that staff users are not adding personally identifiable information to the email subject or message.
Alternatively, if the above can’t be implemented, our use case could be solved if the “Allow senders to edit the subject, email, or private messages” Template Modification setting could be applied to users as well as templates.
