When selecting a user as the person that needs to specify a signer, the user cannot see my merged fields. How can I fix that?

Hello,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience, but can you provide more information about this?

Are you using an Integration or the DocuSign Web app?

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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

We are using the Salesforce DocuSign app launcher version 5.0

Hello,

Thank you for the information, do the Merge fields that you are mentioning are assign to a recipient that has yet to sign the envelope?

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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

Yes, we want someone to be able to review the document with the merge fields, specify the singer and then the person would sign.

Hi,

Did Christopher's response help resolve your issue? I'm curious if the issue has to do with the custom field not having the "shared" setting enabled on it. Document Custom Fields

Thanks,

Jesse

Yes he did. It was solved when I checked the "When an envelope is sent, write the initial value of the field for all recipients" box.