How to Manage Template Access

Change a template’s access level to Selected mailboxes and share it with specific mailboxes.

Set access to Selected mailboxes

Use this flow to switch template access to Selected mailboxes and add mailboxes to the list.

1. Open the template and go to the Template tab.

2. Click Template access.

3. Click Selected mailboxes.

4. In the modal, enter the mailbox name, mailbox UUID, nickname, or contact name.

5. After you add the mailbox, click the button.

6. Click the button in the top-right corner to save the changes.

After you save the template, it becomes available in Shared with me for the selected mailboxes.

Do not send files by email

At the bottom of the Template tab, you can find Do not send files by email toggle.

If you enable this option and save the template, all envelopes created based on it will not contain files from the envelope in notification emails.

Such envelopes cannot be shared with other mailboxes.

If you set this option at the template level, you cannot change it at the envelope level later.