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Noticed a glitch that allows us to correct an existing envelope by adding templates that were mistakenly left out. When doing so, it only adds the template documents and does not include any of the pre-set fields from the template. We’ve been having to start a new envelope when this occurs so that the fields will populate as they should. Is there a way around this or is it a bug that can be fixed?

Hello ​@b3accounting 
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.
 Your template documents are added without the pre-set fields when correcting an envelope in DocuSign. This is likely due to either the template fields being locked, recipients having already taken action on the envelope, or limitations related to pre-fill fields. You may refer to this article: Why can't I move or delete fields added from a template?
Adjust template permissions, employ workarounds like adding new recipients, or, if all else fails, voiding and recreating the envelope. 

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Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

Hello ​@b3accounting 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

 

Sincerely,

Ma. Cassandra | Docusign Community Moderator

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