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Update document custom field used in templates

Forum|Forum|2 years ago
March 12, 2024
5 replies
134 views

When Document Custom Fields are updated under Settings, are they automatically updated in the templates which are already using those document custom fields?

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Best answer by Alexandre.Augusto

Hello, @Laronda

If you modify a Custom field in the Settings are they will not be automatically updated in the templates where they appear. You must edit the Template then add again the new modified Custom Field and delete the old one.

I hope that helps.

Best,

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Laronda

If you modify a Custom field in the Settings are they will not be automatically updated in the templates where they appear. You must edit the Template then add again the new modified Custom Field and delete the old one.

I hope that helps.

Best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

Laronda

Author

Alexandre,

Actually that makes it a little more difficult because I’ll have to go change all our templates that use these Document Custom fields. I will definitely have to consider other options.

Thank you.

Have a good day,

Laronda

C

Christopher.Alpizar

Docusign Employee

Hi @Laronda,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Laronda

Author

@Christopher.Alpizar

Actually, I had a copy of the new information and edited each drop-down that needed to be updated. It was easier because there were a lot of conditional drop-downs and this way I didn’t have to redo the conditions.

Thank you.

Laronda

C

Christopher.Alpizar

Docusign Employee

Hi @Laronda,

I hope you are doing well, I am glad to hear that you were able to find a solution for this. let us know if you need further assistance.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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