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How to Manage Template Settings

This document explains the available template settings and how they affect envelope behavior.

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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

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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.

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Template path

Template path defines where the template is stored across your mailboxes.

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Template name and description

Template name and description are required to save a template.

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Template access

Template access defines who can see and use the template.

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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.

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Open the advanced subject settings from the properties button in the Subject field. You can build a dynamic subject using values from dynamic fields.

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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.

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Envelope delegation

Envelope delegation allows or blocks delegation. If set on the template, it can’t be changed on the envelope later. This option controls:

  • attaching documents to the completion email notification

  • sharing the envelope

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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.

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Configure envelope archive files

Configure the envelope archive downloaded after the envelope is completed.

PreviousHow to Create and Configure a TemplateNextHow to Set Up Automatic Subject Formatting

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