I am trying to evaluate features for a client who is interested in buying DocuSign. I had installed theDocusign CLM: Streamlined Contract Lifecycle Management appexchange app in sandbox and also created a trial account and configured the connection with Salesforce.
For some reason I can create Merge field but cannot select standard/merge fields to drop it on the template.
Can someone let me know how this can be fixed or do we need to purchase it to evaluate the feature
Hello
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.
Please create a case so that DocuSign support can review your account subscription. The workaround is to submit a case without logging into your account by using the “I can’t access my account” option at the bottom of the page and providing complete details of the issue in the Case description.
https://support.docusign.com/s/contactSupport?language=en_US&rsc_301
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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
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.
Let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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