Add Password to Template Not Available

Question

Hello,

We use DocuSign eSignature and I would like to add a password to a template so senders don’t have the ability to edit the template but still send.

There are instructions that state to use Advanced Options when editing the template under Password section.

When I click on Advanced Options, there is no Password section for me to add a password to the template. I am the Admin and wanted to know is a setting or something I need to do to account settings to allow this functionality?

Thank you.

icon

Best answer by Michael.Levy 24 February 2024, 01:43

View Original

Michael.Levy · Accepted Answer

Are you the owner of the template or was the template created by someone else and shared with you? I’m not aware of anything that needs to be enabled in order to set a template password but it MIGHT be that only the owner can do that. If the template was shared with you, then perhaps the owner of the template can set a password.

When I edit a template I own and click Advanced Options I see the “Template Password” option:

I hope this helps.

Regards,
Michael

"Select as Best" below if this answer solves your issue.

sviggiano · Answer

Thank you so much for your quick reply. That was it, I didn’t realize I was testing it on a template that I did not own.Again, thank you - very helpful! Have a great day.Suzanne

Add Password to Template Not Available

3 replies

Reply

Reply

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded