Elastic Template versioning and Maintenance best practices

Question

We are currently exploring elastic templates and want to better understand versioning as well as how to maintain the different templates incl. versioning. For eSignature, we are creating for every major version a new template. The templates are created on sandbox and after successful testing uploaded to production.

When I was downloading and uploading elastic templates, I realized that the uploaded template always starts with version 1.0 and no version history is available. We are now wondering, how we should best work with elastic templates, because we wanted to use the versioning functionality from DocuSign for elastic templates, but continue download and upload of templates to reduce double work as well as ensuring no human errors in case we would need to perform changes on production directly instead of “transporting” tested templates.

Are there any best practices recommended by DocuSign?

Alejandro.Ramos · Answer

Hi @shahirafif,Welcome to the Docusign Community!We are glad to have you here and can't wait to help share as much knowledge as possible.I am sorry to hear that your Elastic Template versions are not included after importing it to your production account, but I will share more details on the topic.This behavior is included in eSignature by default and there is no way to bypass it with the application's current design.Nevertheless, feedback that can improve our users’ experience is always welcome.I encourage you to consider submitting your idea to be reviewed by our development team for possible implementation.If you’re a Docusign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team.We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.Feel free to let us know if you need further assistance with this.Thank you for using Docusign, we hope you have a wonderful rest of your day!Best regards,Alejandro R. | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Elastic Template versioning and Maintenance best practices

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