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Hi,

My colleagues and I share an eSignature Business Pro Edition - Envelope Subs plan. We send a relatively small amount of envelope per month.

 

I have prepared some templates using the Word addin Docusign Template Assistant and I shared them with my colleagues through Docusign. These templates use conditional formulas and custom fillable fields.

 

Whenever my colleagues try to send an envelope using these shared templates, they receive the following error message:

Advanced DocGen envelope trial exceeded limit

 

Since we all use the eSignature Business Pro Edition - Envelope Subs plan and none of us have a trial version of Docusign, why do we receive this error message?

 

I do not have this error message when I use these templates on my account, and I was able to send envelope successfully. It’s only when a colleague is using them through the Shared with Me section that the error message occurs.

 

How could we use these Shared Templates without having the error message?

 

Thank you and have a nice day

 Hello ​@Client7235,

Thank you for reaching out, and a warm welcome to the Docusign Community! We're sorry to hear about the issue your colleagues experienced with Document Generation for eSignature. We understand that this can be frustrating. The error message encountered indicates that DocGen is not enabled on your account, suggesting that you're using the trial version, as DocGen is an add-on feature. Your Administrator can contact the Account Manager to discuss it further. 
Meanwhile, to still be able to use your template, you need to convert it to a classic standard template. This process will convert your Template without requiring you to rebuild it from scratch. See steps below:

Additionally, your Administrator may consider disabling the Agreement Template Builder to prevent the new template builder from being displayed as an option for users:

  • Navigate to Admin > Sending Settings.
  • Uncheck the Enable Agreement Template Builder option.

Let us know if you have any further questions or need additional assistance. Wishing you a smooth rest of your day! 

 

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

Hello ​@Client7235,

How are you? If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post? It helps other community members who might have similar questions. Please let us know if you need further assistance. Thank you!

 

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

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