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This product section is only visible if the user has the following permission enabled (either by a predefined or a custom role):
For more information please also see Roles and Permissions. Additionally following feature flag must be enabled:
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The templates view provides an overview on currently accessible templates. Templates, in short, are storing a pre-configured draft with all its parameters and allow reusing for future business cases where an envelope with same or comparable configuration should be sent. In addition, templates allow to define "recipient placeholders", which are business-case specific role placeholders where the recipient details are inserted when using the template.
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Requires the feature flag "EnvelopeTemplates" to be enabled. |
It is also possible to create a template from the envelope create wizard.
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