Permission Profiles: Ability to edit templates

Hello,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience, I understand that you have a query about the Permission Profiles: Ability to edit templates

To clarify, are you referring to editing the template fields in the template section? or editing the fields during the envelope creation?

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hello,

I'm referencing the sender's ability to update the template itself. Sometimes, during this process, the Salesperson's address field will be the same for several envelopes because each envelope and attachments are for a specific customer. The template was setup with place holder values that need to be updated each time an envelope is sent. Currently, the senders will need to update that information each time. I was hoping that a permission profile would allow the sender to update the template once, then the sender can work through the salesperson's list.

Thank you

Christopher,

Thank you for the information. This is exactly what I could not find. Appreciate you providing the link. The feature works exactly how I hoped.

Cheers,

Jonathan

Hello,

I came accross this question as it relates to mine but does not yet provide a solution for my problem. Maybe you can help. 

I have several users from different departments in the company. Each department or user should be able to upload or create their own templates. Currently, all users only have the Sender profile, which does not allow templates to be uploaded. Thank you very much for pointing out that I can create a separate user profile for this. I can selectively choose authorizations there. Unfortunately, I can't find the Templates option. Which category does this fall under?

Best regards, Katrin

Problem solved by myself! I found it in the user authorization settings :-)