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I have a template I created which uses a simple forumla (summation) for a field.

I gave the template to a colleague who has a paid account, and when he uploads the template, he gets an error “This account lacks sufficient permissions. This envelope has calculated fields. This acount is not setup to use calculated fields”.

My colleague does have the  following enabled:

Settings -> Sending Settings ->Enable formula field (Calculated field)

Also, we did refresh and reload the webpage but that did not fix the issue

Hello @CCMA ,

 

Welcome to the Docusign Community and thank you for posting your concerns!

 

I’m sorry to hear that your colleague is getting an error, I understand he is trying to upload a template with a formula field and although he has it enabled in the account it still doesn’t allow him to add it.

 

It could be that the feature is not enabled correctly in the back end, I recommend your colleague opens a case with Customer Support. They can do so by clicking the link below, and we’ll address your request as soon as possible. https://support.docusign.com/en/contactSupport  

 

  1. Select Open a Support Case at the top of the page.
  2. Select the Continue button beneath eSignature, Rooms, and CLM. Note: If you're a DoD customer, select DoD Customer Login.
  3. Log in using your Product credentials (email and password) and select Continue:
    1. The Docusign Support Center requires login credentials for a Production account. The account can be a Trial account, but it must be in a Production environment (i.e., not a Demo or Sandbox environment).
    2. Have issues logging in? Try these troubleshooting steps.
  4. Select a Case Subject. Note: If you have multiple DocuSign accounts, a pop-up will appear. Select an account to continue.
  5. Select any of the resources under ‘Need Answers Fast?’ that address your issue.
  6. If that doesn't answer your question, select the Add Case Details button.          
  7. Complete the case form.

 

Let us know if you need further assistance with this.

 

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello @CCMA ,


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,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
 

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