DocuSign - How to gain access to a specific template in DocuSign

Summary

Templates are created and maintained by personnel in a given department. The template owner can share a template with the Everyone group (all of VCU) or with specific individuals.

Environment

DocuSign eSignature

Solution

If the customer wishes to send an envelope based on a specific template, but the template does not display in their Templates, Shared With Me view, the customer must contact the department or person responsible for the template to request access. All DocuSign templates are created and maintained by personnel in the individual departments for their specific business processes. Access to specific templates is entirely at the discretion of the template owner or the department responsible for the template. VCU DocuSign administration does not grant access to departmental templates.

After the department shares the template with the customer, the template will be visible in their DocuSign account's Templates, Shared with Me view.

Solution Properties

Keywords
DocuSign template
Solution ID
240508113100377
Last Modified Date
06/10/2025 02:01:47 PM
Taxonomy
  • Communication and Collaboration > DocuSign
Collections
  • VCU (Public)
Views
0