# How to Manage Template Settings

### Template properties

{% columns %}
{% column %}

* version info
* template path
* template name and description
* template access
* envelope properties
* advanced subject properties
  {% endcolumn %}

{% column %}

* envelope expiry day
* envelope delegation
* envelope sending and sharing
* template cover
* configure envelope archive files
  {% endcolumn %}
  {% endcolumns %}

### Version info

{% columns %}
{% column %}
Version info appears after the template is saved. It includes:

* template UUID
* current version UUID
* owner mailbox
  {% endcolumn %}

{% column %}

<figure><img src="/files/oyoFYLrV3oRHIOixN9TJ" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

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

{% columns %}
{% column %}
Template path defines where the template is stored across your mailboxes.
{% endcolumn %}

{% column %}

<figure><img src="/files/rFoWdFFzTrIbPYtMCOGV" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### Template name and description

{% columns %}
{% column width="66.66666666666666%" %}
Template name and description are required to save a template.
{% endcolumn %}

{% column width="33.33333333333334%" %}

<figure><img src="/files/DD6RxwA0NyRa3zkSJr49" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### Template access

{% columns %}
{% column %}
Template access defines who can see and use the template.
{% endcolumn %}

{% column %}

<figure><img src="/files/6k1DLBw8bQ1TMJGpce48" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### Envelope properties

{% columns %}
{% column width="58.333333333333336%" %}
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.
{% endcolumn %}

{% column width="41.666666666666664%" %}

<figure><img src="/files/f0mJtML5uAsWM8MijxZT" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% hint style="info" %}
Open the advanced subject settings from the properties button ![](/files/hms2qzRc68baEmJM7nkj) in the **Subject** field. You can build a dynamic subject using values from dynamic fields.
{% endhint %}

### Envelope expiry day

{% columns %}
{% column %}
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.
{% endcolumn %}

{% column %}

<figure><img src="/files/QidqLGAJhvIHztcuFsQj" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### Envelope delegation

{% columns %}
{% column width="41.66666666666667%" %}
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
  {% endcolumn %}

{% column width="58.33333333333333%" %}

<figure><img src="/files/A7yE5nkJ6XNznMA1nr3i" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### Template cover

{% columns %}
{% column width="58.333333333333336%" %}
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.
{% endcolumn %}

{% column width="41.666666666666664%" %}

<figure><img src="/files/3mcGPqEOEH4l6EPQcbFe" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### Configure envelope archive files

{% columns %}
{% column %}
Configure the envelope archive downloaded after the envelope is completed.
{% endcolumn %}

{% column %}

<figure><img src="/files/F0i1aGBQux5NGxBdZy9v" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}


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