Template access

User can specify access level of the template when creating or editing it. There are four types of access on the platform:

  • access for your mailbox only

  • access for selected mailboxes (Selected mailboxes)

  • access for all mailboxes in your account (My account)

  • access for everyone on the platform (Everyone)

Note

Public templates can be made accessible to users not registered on the platform via direct link. To generate this link first you need to make sure that such template includes only public dictionaries (or no dictionaries at all). Also such templates should have subject field filled and all participants of the flow should have specified mailbox adresses in the flow configuration tab. When this is done, click the template menu button in upper right corner of template on template list and click “Get link”. Menu with sharing link will open where you can copy this link, generate new one to revoke access by previous link or remove access by link completely. Account on the platform will be created automatically for anyone who will create an envelope using such link.

How to share template with mailbox or mailboxes group

  1. In order to set access level of template you need to go to “Template” tab and click the “Template access”

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  1. You can grant access to specific mailboxes or mailboxes groups. To choose this option you need to click the edit button

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  1. In the modal window you can enter mailbox name, mailbox UUID, alias, contact name, mailboxes group name or group UUID.

Note

Search results are displaying in the following order: 1. Groups and 2. Mailboxes. In Search results displays max 10 Groups and 10 Mailboxes. If expected results are not displaying you need to do more precise query.

Note

Mailboxes in the search results display with white background and respective icon to indicate if mailbox is related to your account or contact.

Note

Groups are displaying with light blue background and respective group icon

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  1. When mailbox or group is added you’ll observe chips list with groups and mailboxes. To save share configuration click “Save” as soon as you add required mailboxes and group.

Note

Order of the chips in the Mailboxes and groups input is the following: 1. Groups and 2. Mailboxes

Note

Mailboxes chips are displaying with grey background

Note

Groups chips are displaying with light blue background

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  1. Save сhanges

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  1. After saving the template it will be available for mailboxes and for mailboxes included into the groups specified by you in the folder “Shared with me”

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Additional sharing access configurations

At the bottom of the template tab of envelope menu you can find “Do not send files by email” attribute

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If you will enable it and save the template, all envelopes created from it will not contain any files from the envelope in notification emails. Also such envelopes can not be shared with other mailboxes. If set on template level, it’s impossible to change it on envelope level later.