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The save as template does not appear as an option for me.
Solved
save as template does not appear as an option
+1- Newcomer
Best answer by Alexandre.Augusto
Hello,
You are welcome to the Docusign Community!
By default, an user with DS Sender permissions can use a template, but cannot create one so saving as a template will not be available.
Ask to your eSignature Admin to create a customized Permission Profile for a DS Sender with Template’s creation permissions then add your user on this new Permission Profile.
Let me know if I answered your question!
Best,
Alexandre
+14- Docusign Employee
- 631 replies
- Answer
Hello,
You are welcome to the Docusign Community!
By default, an user with DS Sender permissions can use a template, but cannot create one so saving as a template will not be available.
Ask to your eSignature Admin to create a customized Permission Profile for a DS Sender with Template’s creation permissions then add your user on this new Permission Profile.
Let me know if I answered your question!
Best,
Alexandre
+15- Community Moderator
- 2554 replies
Hello
If you found the provided 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,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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