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I purchased the personal plan today, hoping to use the Attachment function in a Template. However when I try to update my templates, the Attachment function is locked. I purchased that plan specifically for that function. Is there something I'm not understanding? Am I wrong to think that i can use the Attachment function in a template?
Solved
Attachment Field locked
+1- Newcomer
Best answer by marco.tanglao
Hello
Thank you for reaching out here in Docusign Community.
You are not wrong thinking that you can use attachment in the template.
It’s just the plan that you selected which does not include the feature.
You may follow the steps provided in the link below on how to upgrade your plan if you wish to get the said feature.
FAQ: How do I make changes to my Docusign plan?
If you found my 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
+18- Hero
as you see the Personal plan has particularly few features:
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- Community Moderator
- Answer
Hello
Thank you for reaching out here in Docusign Community.
You are not wrong thinking that you can use attachment in the template.
It’s just the plan that you selected which does not include the feature.
You may follow the steps provided in the link below on how to upgrade your plan if you wish to get the said feature.
FAQ: How do I make changes to my Docusign plan?
If you found my 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
- Community Moderator
Hello
This feature is currently not available for Personal and Standard.
This is only included for Realtors, Business Pro and Corporate plans.
If you found my 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
- Community Moderator
Hello
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,
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