Unable to upload a template

Hi ​@gyurelevi,

Welcome to the Docusign Community! I understand the issue with being unable to use some Docusign features. We know this can be frustrating, and we're sorry for the hassle. Heads up: There are no bugs related to this. So let's work together to sort this out. Here I have a few questions:

Are you a user of an account? If so, you might need to ask your Docusign Administrator to update your user permissions. If this does not resolve your issue, we encourage you to provide more context:

• Since when did the issue begin?
• What plan type do you have, paid account, free trial, or developer?
• Is the issue with uploading a document to your Template ( Article: Step 2: Add Documents to Your Template ), or uploading a template ( Article: Upload Templates )?
• Do you get an error message? Please tell us the step-by-step process you did.
• What other features are not working, and what troubleshooting steps have you taken? This one is helpful: How do I clear the cache and cookies in my browser?

We're here to help, and the more details you can share, the better we can help you.

Sincerely,

Melanie | Docusign Community Moderator
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Hello ​@gyurelevi,

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. The issue could also be due to a backend setting that has not been activated, or potentially related to your subscription plan. A support agent can assist in determining whether this is the case or if it is indeed supported under your plan, so it would be advisable to create a support case for clarification.   👉 Open a Support Case

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

Best,

Melanie | Docusign Community Moderator
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Hi Melanie!

W have a paid account and I’m the admin.

Actually this error message keeps showing up whenever I hit the Create Template button.

And also when I hit the Start button to get Signatures for a doc, it just keeps loading and loading and loading while ‘Creating envelope’ is displayed. I’m seriously disappointed in DocuSign, I was told that this is a great software yet it delivers so many unnecesseary headaches...

Hello ​@gyurelevi,

Thank you for getting back to me. I'm really sorry to hear about your experience, and thank you for taking the time to share it. Let's work together to get you back on track.

Are you the owner of the Templates? Is the email address you use here in the Docusign Community the same as the email linked to the account encountering the issue? Please clear your browser's cache, use a different browser, or use a different device and network, and let us know if the issue persists. Thank you!

Best,

Melanie | Docusign Community Moderator
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Yes, I’m the owner and no, I use a different email.

Also cleared the cache, used a different browser, used a different device, nothing worked.

Let me know what to do next.

Hello ​@gyurelevi ,

Did you use the Agreement Template Builder to create your templates? You can identify it as an Agreement Template Builder when you edit your Template and click Next, and the interface for the adding fields page looks like the one below. At the bottom left-hand corner, click the 'Switch to Classic Editor' button, then Save and Close. This would allow you to convert your Template to a standard one. 

Article: Create a Document Generation Template with the Agreement Template Builder

The Agreement Template Builder is a trial feature for DocGen (add-on), which could be the one throwing the error.  If you're still experiencing issues and none of my guidance resolves it, the best course of action is to create a case so an expert can look closely at the account, features, permissions, collect logs, and troubleshoot: 👉 Open a Support Case

Let us know if you have questions. Thank you!

Best,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

Okay, we’re on free trial for the pro version. If it ends do the features work? I’ve done everything but I’m just scratching my head, also I lost my patience...

Hello ​@gyurelevi,

I acknowledge the frustration, and honestly, I'd feel the same way. Since you confirmed you are using a free trial, have you tried to send or delete some drafts as the error message suggests? We set limited draft envelopes on free trials for security purposes. 

Best,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

Hello ​@gyurelevi,

How are you? I'm checking in to see if you still need assistance. Feel free to let me know, and I will gladly help you address the situation as soon as possible.

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!