We are running into advanced use cases in which formulas values allow us to use conditional fields very efficiently. The use of formula fields is introducing impediments.
For every template that has formula fields, the “Recipients can edit documents” option is locked and cannot be changed. If a template does not have formula fields, “Recipients can edit documents” option is not locked and can be changed
We are now experiencing an issue in which when we have formula fields and “Recipients can edit documents” enabled, we get the error “Unable to create the envelope.” We need the “Recipients can edit documents” enabled to allow for envelope markup.
We have also found that formulas in templates and subsequently envelopes do not allow us to correct envelopes.
As our use cases become more advanced and formulas allow us to do some things more efficiently, we are finding DocuSign limitations with formulas in templates are making us look to alternatives.