> 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

### 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 %}

### Recepient 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="/files/ew2uRtDPjgwR0N6NUt7f" 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/j0IAVyIqOc8xC1IigUs0" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}
