Template designer Add Recipient form validation

Hi emmat,

For the first point "By default it selects Recipient when the package type is Template. It would be nice if for templates a new recipient's type is defaulted to Placeholder." I can help you raise it as an UI enhancement if you preferred and sends me a brief business motivation behind it.

For the UI validation issue, I also think these are UI flaws. I will create a support ticket on your behalf, and our support agents will help to report the issue to R&D team in short time.

Duo

Hi Duo,

Thanks you for creating the support ticket.

For the first point, our business application needs to define and re-use templates for saving documents, field definitions, and recipient roles. We will only fill out the recipient information when creating a transaction from the template. For example, creating a re-usable template for a Contract document with fields to be filled and signed by a Contractor. So with the current design our template managers will need to change the recipient type from Recipient to Placeholder the majority of the time they create new templates.

Thanks for your sharing, I've created an Enhancement Request with reference ID OSSSAAS-I-929. I will update this thread as long as there's any updates.

Duo