Back to Docusign.com
Hello everybody! Im trying to bulk sending documents update but I cannot create a template.
Could this be due to the fact I do not have the option CREATE A TEMPLATE??? If this is so, How can I get it? Thank you very much!
Kind regards,
Giovanna
Solved
How to create a template
+2- Newcomer
- 1 reply
Best answer by DervalTrainer
Hi Giovanna - You are potentially correct: you may not have been given permission to create templates.
In that case, you need to contact the DocuSign eSignature Admin for your Org, and ask them to give you this permission if business needs dictate. Check if you also should ask for the ability to Share templates too.
However, creating a template always kicks off from the Templates tab: jump in there and compare your view to my screenshot below.
Do you have that New button at all? Or can you simply ‘USE’ the templates shared with you by your org? (Click on ‘Templates Shared with me’ view.)
Look under the New button & dropdown menu if it’s there: Do you see the Create or Upload Template options?
If you do: you have been given Create permissions already.
If you don’t: you need to contact your eSign Admin as outlined above.
Hope that helps!
+1- Newcomer
- 1 reply
- Answer
Hi Giovanna - You are potentially correct: you may not have been given permission to create templates.
In that case, you need to contact the DocuSign eSignature Admin for your Org, and ask them to give you this permission if business needs dictate. Check if you also should ask for the ability to Share templates too.
However, creating a template always kicks off from the Templates tab: jump in there and compare your view to my screenshot below.
Do you have that New button at all? Or can you simply ‘USE’ the templates shared with you by your org? (Click on ‘Templates Shared with me’ view.)
Look under the New button & dropdown menu if it’s there: Do you see the Create or Upload Template options?
If you do: you have been given Create permissions already.
If you don’t: you need to contact your eSign Admin as outlined above.
Hope that helps!
+14- Community Moderator
- 2763 replies
Hi
I hope you are doing well.
I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Most helpful members this week
Sign up
Already have an account? Login
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.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
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.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.