Good Day,
Has anyone had success with using the new eSignature Agreement Template Builder (ATB) with the already saved document custom fields?
In the past with the previous version of creating a template, I can easily access shared document custom fields in my account on the left panel.
In the new ATB, I no longer can find the document custom fields with the new UI.
I also searched support articles and documentations and haven’t been able to locate any guide on this.
Help!
Thank you
+6Hello
Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing your question to this Community.
Unfortunately, Document Custom Fields are not supported with the Agreement Template Builder
Please feel free to refer to the following documentation: Document Generation for eSignature - Limitations and Considerations for Document Generation
If you need to use your saved document custom fields, you can switch to the Classic editor to create your template.
I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily. Should you require any additional assistance, feel free to reach out. Thank you!
Best regards,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Already have an account? Login
Join the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
