In some workflow scenarios when a Template is sent out to be signed, all details, fillable fields and options, need to be uniform. In other scenarios, a template may need to be modified in the Send tab on a case by case basis before it is sent for signature. The Template setting Allow Template Editing determines if a Template can be edited or modified in the Send tab when a sender is preparing a Template for Signature.

SETTINGS TAB

In the SETTINGS tab, under GENERAL SETTINGS, you, the owner of this template, or a Customer Admin within your company have the option to enable or disable Allow Template Editing and to be able to be set this option's default and availability in the TEMPLATES tab.

Options: Lists the setting Allow Template Editing.

Display: Controls if Allow Template Editing will be active, disabled or viewable in the TEMPLATES

1. Active: Allow Template Editing will be visible in the OPTIONS section on the TEMPLATES

2. Disable: Allow Template Editing will not be visible in the OPTIONS section on the TEMPLATES

3. View Only: Allow Template Editing will be visible in the OPTIONS section on the TEMPLATES tab but will not be configurable. The setting will be displayed for reference only.

Default Value: Lists the default value for Allow Template Editing. The value will be displayed in the TEMPLATES tab when creating or editing a template.

N: Sets the following as a default when a new Template is created.

• This Template will not be able to be modified or edited on an individual basis when a copy of this Template is being prepared for Signature in the Send All options and form fields will be grayed out and viewable but not able to be modified.

Y: Sets the following as a default when a new Template is created:

• This Template will be able to be modified or edited on an individual basis when a copy of this Template is being prepared for Signature in the Send tab. 

TEMPLATES TAB

In the Templates tab, dependent on settings, you will be able to set Allow Template Editing for individual templates.

1. To turn on or off Allow Template Editing in the Templates tab from the HOME TAB start by clicking the TEMPLATES tab.

2. Go to the template with which you wish to modify the setting Allow Template Editing.

3. Click Note: if this Template was shared with you, you will not be able to modify the settings.

4. In Step 1: Templates under OPTIONS scroll to the option Allow Template Editing and select either N or Y.

N: If set to N this Template will not be able to be modified or edited when a copy of this Template is being prepared for Signature in the SEND All options and form fields will be grayed out and viewable but not able to be modified.

Y: This Template will be able to be modified or edited when a copy of this Template is being prepared for Signature in the SEND tab.

5. Modify or edit any other part of this page that and click

6. In “Step 2/2 Prepare” modify or edit any other part of this page and click

a. Settings for this Template will now be set and changes will be applied to the Template in the Send