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Create Templates / Button new is missing


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Hello,

I just started to you the up, and I did watch the videos: How too …

Unfortunately, if I go to temples, I do not have the option to add new temples.

  1. Is there a reason for it, that the button is missing? 
  2. How do I create a template without the button “NEW”?

Thank you for all the help

anastasia 

 

Best answer by Alexandre.Augusto

Hello, @Anastasia 

 

You are welcome to the Docusign Community!

 

It’s necessary to the user has a Permission Profile that permits the Template’s Creation permissions.

 

By default, only DS Admin permission profile permits Templates creation/share permissions.

 

Your Admin can create a customized Permission Profile giving permissions to Templates’ creation then add your use for that.

 

Let me know if I answered your question.

 

Best,

Alexandre

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Alexandre.Augusto
Docusign Employee
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Hello, @Anastasia 

 

You are welcome to the Docusign Community!

 

It’s necessary to the user has a Permission Profile that permits the Template’s Creation permissions.

 

By default, only DS Admin permission profile permits Templates creation/share permissions.

 

Your Admin can create a customized Permission Profile giving permissions to Templates’ creation then add your use for that.

 

Let me know if I answered your question.

 

Best,

Alexandre


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  • Newcomer
  • 1 reply
  • May 14, 2024

thank you, that helped and we did as suggested.