emmat's account

I see, thanks for the alternatives.

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.