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.
Best answer by Michael.Levy
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.
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.
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