Cannot edit template

Question

I’m trying to make a real estate contract with editable fields. I used to be able to easily upload a doc and then insert these editable fields, but for some reason I can no longer access the field list, everything is greyed out.

Alejandro.Ramos · Accepted Answer

Hi @TCRoofstock,Welcome to the Docusign Community!We are glad to have you here and can't wait to help share as much knowledge as possible.I amsorry to hear that you haven’t been able to add new fields to your document, but I will assist in solving the issue.This behavior is usually triggered by missing to add a recipient, or role, during the Add recipients step of the envelope creation process.Once you have defined your recipients, the standard fields menu will be available at the left side of the screen during the document tagging process. For detailed steps on this process, see:Add Fields to a DocumentFeel free to let us know if you need further assistance with this.Thank you for using Docusign, we hope you have a wonderful rest of your day!Best regards,Alejandro R. | Docusign Community ModeratorPlease click "Best Answer" below if you find my reply to be a valid solution to your issue!

Alejandro.Ramos · Answer

Hi @TCRoofstock,I hope you are doing well.I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.Best regards,Alejandro R. | Docusign Community Moderator "Select as Best" below if you find the answer a valid solution to your issue!

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