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When editing templates, I choose Template in question, right click the 3 dots on the far right and choose Edit. The 1st page comes up, Name, Description, Document Upload, etc., etc. I press Next. Here, sometimes the Template Builder window opens, sometimes it doesn’t. The times it doesn’t, it goes directly to the document itself as though I’m creating/sending an envelope. This is really driving me bananas. Any ideas?
Solved
Template Editing Issues
- Community Moderator
Hello cnemt,
Welcome to the Docusign Community and thank you for posting your concerns!
We received your concern about having an issue to edit a template. We do apologize for any inconvenience that this may have caused and rest assured that we’ll do our best to help.
- Kindly disable this feature in Admin tab > Sending Settings > Templates > Template Agreement Builder for troubleshooting purposes.
- Clear the cache and cookies
- Then relogin to your account and enable the feature and attempt to edit the template again and you should be able to edit the template without any issue.
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,
Marco Paulo | Docusign Community Moderator
- Community Moderator
Hello cnemt,
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.
Thank you. Hope to hear from you soon.
Best regards,
Marco Paulo | Docusign Community Moderator
+3- Conversation Starter
- Answer
This is resolved. I chalk it up to the fact that the templates in question were created prior to upgrading our account to include the Document Generation feature. For whatever reason, I was simply unable to edit them so had to start over.
- Community Moderator
Hello
Thank you for your update. Please don’t hesitate to let us know if you need any help.
Additionally, to receive faster assistance from one of our representatives, you may also open a case by following the steps provided in the link below.
Open a case in the Docusign Support Center
I hope this helps. Please "Select as Best" below if you find the answer to be useful.
Best regards,
Marco Paulo| Docusign Community Moderator
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