Unable to create Custom tabs/fields while sending envelopes

Sign in to eSignature, then go to your Admin section.  In the “Signing and Sending” section, in your “Sending” settings, do you have the box checked that allows Admins to share custom fields? 

Maybe?  There may be another option that has to be enabled first.  You’ll need to ask Docusign help/support for that.  I don’t work for Docusign, I just knew that was most likely what was tripping you up.

Hello ​@Pallavi Singh 
Thank you for reaching out, and welcome to the Docusign Community! The message “This account lacks sufficient permissions to use custom tab” usually means that custom document fields are not enabled at the account level, even when the user is an account administrator.
IAM Standard includes Document Custom Fields and Shared Tags, but the account settings may still need to be enabled. Please ask a full account administrator to go to Admin → Settings → Signing and Sending and verify that Enable Saving Custom Tags is enabled. If the fields need to be shared with other users, also verify Enable Shared Custom Tags.
If these settings are unavailable or the error continues, please contact Docusign Support and provide your account ID, environment, screenshot, and the exact steps that produce the error. Support can verify the account entitlement and enable the required feature if appropriate. After any account update, sign out and back in before testing again.

For more information, see the Docusign troubleshooting article.

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"

Hello ​@Pallavi Singh 
How are you? We'd like to know if my previous response addressed your questions. If so, we hope you could consider selecting it as Best Answer ✅," so others can find it too.

Otherwise, if you still require further assistance, please don't hesitate to let us know. We are always happy to help!

Sincerely,

Ma. Cassandra | Docusign Community Moderator