+1I created several Document Custom Fields in the DocuSign in order to use them in one of my templates.
Such as Document Custom Fields:
After creating those fields, then I set up a template and upload a envelop word file. I wanted to insert/place those document custom fields in the document, they do not appear in the sender’s filed drop down list.
Best answer by Melanie.Panguito
Got it. Thanks for the additional context
This behavior is expected since Document Custom Fields are not supported in the Agreement Template Builder yet. For reference:
💡Where to access custom fields in the new Agreement Template Builder? | Community
💡Limitations and Considerations for Document Generation
To use Document Custom Fields, you can switch to the classic editor. Hope this helps clarify things. If you have questions, we're here for you!
Sincerely,
Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
Hi there
Thanks for reaching out, and so sorry to hear you’re running into this issue. We’re happy to help you get things sorted.
To clarify, when you’re creating a template or sending an envelope and are on the Add Fields view, is the Custom Fields option missing entirely from the selection menu? Or does the option appear, but the newly created custom fields aren’t showing when Custom Fields is selected? For reference, my screenshot below is using the new sending experience.
If possible, please share screenshots of what you’re seeing (with any PII removed).
Hope to hear from you soon. Here if you need us!
Sincerely,
Melanie | Docusign Community Moderator
+1Thanks Melanie.
Just want to let you know that I am using the modern editor, not classic editor.
Got it. Thanks for the additional context
This behavior is expected since Document Custom Fields are not supported in the Agreement Template Builder yet. For reference:
💡Where to access custom fields in the new Agreement Template Builder? | Community
💡Limitations and Considerations for Document Generation
To use Document Custom Fields, you can switch to the classic editor. Hope this helps clarify things. If you have questions, we're here for you!
Sincerely,
Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
Hi
How are you? We'd like to know if my previous response addressed your questions. If so, we hope you could consider selecting it as Best Answer ✅," so others can find it too.
Otherwise, if you still require further assistance, please don't hesitate to let us know. We are always happy to help!
Sincerely,
Melanie | Docusign Community Moderator
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