Allow Users to Delete and Manage Custom Fields in DocuSign Template Assistant fo Word (New Mode)

Currently, DocuSign Template Assistant in New Mode does not offer a self-service setting or UI option to delete or remove unused custom fields from the global list of available fields.

When we first started using Template Assistant, several fields were already available by default, even though we had never created or used them. Additionally, some fields that we created ourselves are no longer needed.

Unfortunately, there is no way to remove these fields from the list. Even when a field is deleted directly from a Word document, it remains available in Template Assistant.

This creates several challenges:

• The list becomes cluttered with unnecessary or outdated fields.

• Users may accidentally select incorrect or duplicate fields when creating documents.

• Managing and maintaining a clean, standardized library of fields becomes difficult, especially when multiple team members use the same shared fields.

Requested Enhancement:

We would like the ability to easily manage the global list of available fields directly within DocuSign Template Assistant in New Mode, including:

• Deleting unused, outdated, or duplicate fields.

• Removing default fields that are not relevant to our organization.

• Managing shared fields across users from a centralized interface.

• Ideally, allowing administrators to control which fields are available to their team.

This would significantly improve the usability of Template Assistant, reduce errors when creating documents, and help organizations maintain a clean and organized field library.

DocuSign Support has confirmed that this functionality is currently unavailable in New Mode and recommended submitting this product enhancement request.