Back to Docusign.com
When I select the "Templates" header, the Template page loads on Docusign. However, there is not any option there to create a new template. Am I missing something?
Solved
The option to create a new Template is not visible from my "Template" menu.
- Legacy User
Best answer by Community Expert
The issue is the Permission Set associated to your DocuSign User. Your current Permission Set does not have adequate privileges to allow you to create Templates. You will need to speak with your DocuSign Admin and have them update your existing Permission Set or assign a new Permission Set that has either "Create" or "Share" on the Template dropdown in the Permission Set.
Here is more on Permission Sets per a DocuSign article....
https://support.docusign.com/guides/ndse-admin-guide-permission-sets
- Docusign Employee
- 1935 replies
- Answer
The issue is the Permission Set associated to your DocuSign User. Your current Permission Set does not have adequate privileges to allow you to create Templates. You will need to speak with your DocuSign Admin and have them update your existing Permission Set or assign a new Permission Set that has either "Create" or "Share" on the Template dropdown in the Permission Set.
Here is more on Permission Sets per a DocuSign article....
https://support.docusign.com/guides/ndse-admin-guide-permission-sets
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.