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. |
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