> For the complete documentation index, see [llms.txt](https://support.docstudio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.docstudio.com/user/template-builder/template/how-to-manage-template-settings.md).

# How to Manage Template Settings

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

### 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FVKQMLg5DBlDyRfucIt5U%2Fimage.png?alt=media&amp;token=9b8efdb8-24e6-4d61-804b-aea9fd141ace" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FpPvsToV5lf1iAEBSfITW%2Fimage.png?alt=media&amp;token=71bf2a4b-4ca3-4356-a4ee-005eb8b1204a" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2Ff59rDCwlw8U7kO3UUSrX%2Fimage.png?alt=media&amp;token=96c54b94-ed7d-4827-bf13-2cc39efa7b41" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FZYA9S54GUEgCVFoErbfz%2Fimage.png?alt=media&amp;token=aaad2c14-2866-4e60-a09d-7ad5a8137a4e" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FTWhlPn7Bmu6BdkmrS4o8%2Fimage.png?alt=media&amp;token=a05ed76e-b06e-476b-9f28-ccb60f01d3d3" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% hint style="info" %}
Open the advanced subject settings from the properties button ![](https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FDZbXtp6TRoY12j2BdebK%2Fimage.png?alt=media\&token=d5ad1408-57c3-4722-a5dc-4941a4955376) in the **Subject** field. You can build a dynamic subject using values from dynamic fields.
{% endhint %}

### Recipient experience

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

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FV4e80LjhBeStaMpR5KeC%2Fimage.png?alt=media&amp;token=ec151a3d-5c65-47d4-9d16-50e7611495c8" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2Fys1P0cXvz5KpMRDOEzHZ%2Fimage.png?alt=media&amp;token=582de417-1cdb-4123-abe1-9605652edb71" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FMDMoMVO5rZHQzlbJVNtO%2Fimage.png?alt=media&amp;token=96258406-5532-41eb-8190-84e6fb6dbb2d" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}
