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Within templates, the function to replace a document is greyed out for a DS Sender on our account. As an administrator how do I to give permission to a DS Sender User to be able to replace. In the Admin section I see how to change profile permissions and clicked the template settings but see everything except "replace". Can anyone please advise how to do this? Thanks
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Change permissions to replace a documents within a Template
+1- Newcomer
- 1 reply
Best answer by rodolfo.napay
Hello
Thank you for reaching out here in the Docusign Community. Welcome to the Docusign Community and thank you for posting your concerns!
As an administrator, you can add permission profiles or create new ones from existing profiles.
If you are using the default Permission Profiles (DS Admin, DS Sender, and DS Viewer), you would need to create a copy first of the Permission Profile before you can edit it.
Please follow the steps from this link to do so.
Add and Copy Permission Profiles
Let me know if you need further assistance on this.
Best regards,
Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+8- Community Moderator
- 162 replies
- Answer
Hello
Thank you for reaching out here in the Docusign Community. Welcome to the Docusign Community and thank you for posting your concerns!
As an administrator, you can add permission profiles or create new ones from existing profiles.
If you are using the default Permission Profiles (DS Admin, DS Sender, and DS Viewer), you would need to create a copy first of the Permission Profile before you can edit it.
Please follow the steps from this link to do so.
Add and Copy Permission Profiles
Let me know if you need further assistance on this.
Best regards,
Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+8- Community Moderator
- 433 replies
Hello
Thank you for reaching out here in Docusign Community.
If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Marco Paulo | Docusign Community Moderator
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