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Hi,

When opening a new Template in the designer view embedded in our app I've noticed some things with the Add Recipient form:

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Reply to: Template designer Add Recipient form validation

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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.


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2 3 years 5 months ago 29
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Hi,

When opening a new Template in the designer view embedded in our app I've noticed some things with the Add Recipient form:

3 3 years 5 months ago 77
Profile picture for user Duo_Liang

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