How to Manage Template Settings
This document explains the available template settings and how they affect envelope behavior.
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.
Open the advanced subject settings from the properties button 
in the Subject field. You can build a dynamic subject using values from dynamic fields.
Recipient experience
Delegation is denied — prevents recipients from delegating their assigned action to another user.
Do not send files by email — prevents DocStudio from sending envelope files by email.
Restrict envelope archive downloading until envelope completion — prevents users from downloading the envelope archive before the envelope is completed.
Show metadata — displays envelope metadata to recipients if metadata exists for the envelope.
Set expiration — set the envelope validity period.
Non-expiring envelope: The envelope has no deadline and remains active until signed.
Sender will set expiration: The sender manually sets the expiration date.
Set expiration: The template creator sets the expiration period.
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.
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