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Missing Search Fields


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How to rectify a user’s access when they do not have anything noted in their left-hand menu list?  Attachment provided.

Hengfeng Ge
Frequent Contributor
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  • Frequent Contributor
  • March 16, 2025

are search fields available in your account before? I find : 

If it is first time you find, maybe it is the feature limit of this plan.

 

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 Hello ​@Mayo Clinic 

Thank you for reaching out here in Docusign Community.

It looks like the user is trying to use a template restricted to adding more fields. 

You may follow the steps provided in the link below on how you can update the template.

To edit a template

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator


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Hello ​@Mayo Clinic 

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find.

Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Marco Paulo | Docusign Community Moderator