Use the template configuration page to set template properties like name, description, access level, and envelope defaults.
Click to view the screenshot...
Template properties
version info
template path
template name and description
template access
envelope properties
advanced subject properties
envelope expiry day
envelope delegation
envelope sending and sharing
template cover
configure envelope archive files
Version info
Version info appears after the template is saved. It includes:
template UUID
current version UUID
owner mailbox
The template version updates when you change the document content or flow settings. A new version is created only after the first envelope is created from the updated template.
Template path
Template path defines where the template is stored across your mailboxes.
Template name and description
Template name and description are required to save a template.
Template access
Template access defines who can see and use the template.
Envelope properties
Envelope properties define defaults for envelopes created from the template:
subject
message
If set on the template, these values can’t be changed on the envelope later.
Advanced subject properties
Open advanced subject settings from the properties button in the Subject field. You can build a dynamic subject using values from dynamic fields.
Envelope expiry day
Envelope expiry day defines the expiration period for envelopes created from the template. If set on the template, it can’t be changed on the envelope later.
Envelope delegation
Envelope delegation allows or blocks delegation. If set on the template, it can’t be changed on the envelope later.
Envelope sending and sharing
This option controls:
attaching documents to the completion email notification
sharing the envelope
If set on the template, it can’t be changed on the envelope later.
Template cover
Template cover is the preview image shown in mailboxes that have access to the template. You can use a custom image or generate a preview from the first page.
Configure envelope archive files
Configure the envelope archive downloaded after the envelope is completed.
