Update Envelope Custom Fields

Hello ​@Laronda 

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 

Are you updating your templates or the envelopes? Updating templates is not the same as updating envelopes. We would need more clarification on what you actually checked and what you were expecting to see.

Sincerely,

Ma. Cassandra | Docusign Community Moderator
 

Hi ​@Ma.Cubio

I updated the Envelope Custom Field under Admin and checked each template sometime after that to see if the Envelope Custom Field reflected the update that I added, however the update isn’t showing on the templates that I checked.  

​@Ma.Cubio 

I have been only checking templates for the update and not the envelopes.  

Hello ​@Laronda 
Thank you for clarifying. I just want to know if this is the first time you have encountered this matter? And if you can share the JSON file of the template, that would be great.
Please note that this is a public forum; ensure that you remove all personally identifiable information (PII). Thank you.
 

Sincerely,

Ma. Cassandra | Docusign Community Moderator
 

​@Ma.Cubio 

Thank you for the PII reminder.  I have used this update option previously, however there were less templates to update when I did it the first time.  I figured it would take more time to update the templates, however it has been a few days, since I updated the field.  Is there another way to update the envelope custom field for a template?

Hi ​@Laronda 
To further investigate this issue, I highly recommend creating a support case so that an expert can review it and assist you through screensharing if necessary.
I've included the articles below for your review.

Edit Custom Fields for Envelopes
Update envelope custom field.

Sincerely,

Ma. Cassandra | Docusign Community Moderator

Hi @ma

Thank you!

Hello ​@Laronda 

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 

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

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"