User Cannot See Fields on Shared Template

Hello,

I have a user with a DS Sender role that I shared a template with. She was able to see all the fields

that I added to a template but now she cannot see them any longer. Nothing has changed with her

permissions or the template permissions however when she sends an envelope with this template

(and adds other documents), she changes the Envelope Type. I tried this with another user and they

are able to see the fields, I have one that cannot. Appreciate any help from the community.

Thanks

Gary

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Hello @GaryF

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
To check, please send me the DS Sender email address and a sample envelope ID via private message.

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

Hello @GaryF
Thank you for providing the information. Please allow me to check, and I’ll get back to you as soon as possible. Thank you.

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

Thank you!

Hello @GaryF
To thoroughly investigate this issue, I suggest that your account admin create a support case and have the support expert and the user join a Zoom meeting to determine whether this is a user error, and for us to provide an accurate resolution.

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

Thanks. I will wait for the user to return from vacation and look into setting up a support case.

-Gary

Hi @GaryF
Sure! Is there anything else I can help you with aside from this?

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

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