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Where to access custom fields in the new Agreement Template Builder?

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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

J

Jenny.MartinAnswer

Community Moderator

Hello @jparsons,

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.

J

Jenny.Martin

Answer

Community Moderator

Hello @jparsons,

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.

Translate

J

Jenny.Martin

Community Moderator

Hello @jparsons,

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Jenny | Docusign Community Moderator

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

Translate

D

demoacct

Newcomer

Hello @jparsons,

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.

Hi Jenny,

Can you confirm how long the Classic editor will be available?

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J

Jenny.Martin

Community Moderator

Hello @demoacct,

I hope you’re doing well. Thank you for reaching out to the Docusign Community!

I’m happy to confirm that the classic editor is still available and accessible to all users. There is currently no announced end-of-life for the classic editor.

Best regards,

Jenny | Docusign Community Moderator

If this helped, feel free to click "Best Answer"!

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D

demoacct

Newcomer

Thank you for the information Jenny!

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.