Enhancement Requests for Template Permissions, Advanced Settings, and User Guidance

Restrict senders from modifying recipient roles
Allow administrators to define recipient roles within templates and prevent senders from changing those predetermined roles (e.g., changing a recipient from "Needs to Sign" to "Receives a Copy").

Disable or limit access to advanced options
Provide administrators with the ability to disable or restrict certain advanced options, particularly the "Recipients must be signers to view signed documents" option, to ensure consistent access and visibility requirements across the organization.

Provide in-app guidance for users
Introduce contextual help features, such as pop-ups, tooltips, or information bubbles, to guide users while creating and configuring envelopes, helping them better understand available settings and their impact.