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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. 

Hi ​@gschultz,

 

Thank you for reaching out to the Docusign Community.  

The use of formulas should not cause these behaviors( locking “Recipients can edit documents”, and preventing you from correcting envelopes). Is the issue consistent across different networks and devices, and browsers?

If it is, then the problem might need to be escalated to our engineering team as a product issue.

Feel free to let me know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 


I have attached an image which shows the error message received. This is in DocuSign demo. We need formulas and markup. This is a huge impediment. 

I get this same message when I attempt to load the template into our non-demo enterprise account. 


Hi ​@gschultz,

 

Thank you for reaching out to the Docusign Community.  

The use of formulas should not cause these behaviors( locking “Recipients can edit documents”, and preventing you from correcting envelopes). Is the issue consistent across different networks and devices, and browsers?

If it is, then the problem might need to be escalated to our engineering team as a product issue.

Feel free to let me know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

I was told that envelope fields and document markup cannot be used together by design. That is a poor design. 


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