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Error “This Account lacks sufficient permissions to use custom tab.”

  • April 11, 2025
  • 1 reply
  • 17 views

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Hello, 

Could you please help me? I cannot create custom fields because I do not have the (+) sign next to the custom fields.
I have an admin account and I was trying to add through “My Preferences” .
But I get error “This Account lacks sufficient permissions to use custom tab.”

I added screenshot with the error.

Is there any global setting that prevents me from setting up Document Custom Field? 

 

1 reply

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  • Community Moderator
  • 76 replies
  • April 14, 2025

Hello ​@Yana,

Thank you for reaching out, and welcome to the Docusign Community! I’m sorry to hear that you are getting an error, I understand you are looking to add Document Custom Fields. We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 

Add and Manage Document Custom Fields

You can create custom versions of standard document fields and save them for reuse on future documents. Define any combination of field properties, such as font type or size or a validation setting. Custom fields help speedup your document preparation by helping you save fields customized for your use.

You can also create custom fields directly in the Add Fields view when you apply recipient fields to a document. The custom fields that you create are shown in the Preferences Custom Fields list.

Note: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some of the options discussed in this help topic. For more information about which options are available for your account, contact your account administrator or Customer Support. Visit our Customer Support page for more options.

  1. Select your profile image and My Preferences.
    newmypreferences.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NDQ2NjkzNTcsInNoZWFmIjoianV4MTY0MzIzNTk2OTk1NCJ9.qFQBtJavy77rptVuBW1iVdZKb7Ykf-eQ-UlsHeYjAjI&_LANG=enus
  2. In the Signing and Sending section, select Custom Fields.
    newcustomfieldsbutton.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NDQ2NjkzNTcsInNoZWFmIjoianV4MTY0MzIzNTk2OTk1NCJ9.qFQBtJavy77rptVuBW1iVdZKb7Ykf-eQ-UlsHeYjAjI&_LANG=enus
  3. To create a new custom field:
    1. Select Add New Field.
      newaddcustomfieldbutton.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NDQ2NjkzNTcsInNoZWFmIjoianV4MTY0MzIzNTk2OTk1NCJ9.qFQBtJavy77rptVuBW1iVdZKb7Ykf-eQ-UlsHeYjAjI&_LANG=enus
    2. Enter the properties for the field.

      Tip: Use a descriptive name to help you find it later in the Fields palette.

    3. Select SAVE.

      Your new custom field will show on the list.

  4. To edit or delete an existing custom field:
    1. Locate the field in the Document Custom Fields list.
    2. To edit the field:
      • Select the Actions menu and Edit.
        neweditcustomfields.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NDQ2NjkzNTcsInNoZWFmIjoianV4MTY0MzIzNTk2OTk1NCJ9.qFQBtJavy77rptVuBW1iVdZKb7Ykf-eQ-UlsHeYjAjI&_LANG=enus
      • Change the properties as desired and select SAVE.
    3. To delete, select the Actions menu and DELETE.
      newdeletecustomfields.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NDQ2NjkzNTcsInNoZWFmIjoianV4MTY0MzIzNTk2OTk1NCJ9.qFQBtJavy77rptVuBW1iVdZKb7Ykf-eQ-UlsHeYjAjI&_LANG=enus

 

 

If you’re the Docusign Admin of a corporate plan and have questions about enabling a feature or if it’s available, please reach out to your Docusign Account Executive/Manager. S/he will be able to provide guidance, information and pricing. 

However, If you are a Docusign Web customer and are the DocuSign Administrator on the account (no assigned Account Executive/Manager), there are a couple of ways you can go. If the feature is available on a different web plan (for example, if you currently have a Standard or Personal subscription/plan, and you see a feature that’s available on a Business Pro web plan), you can go through the process of upgrading the account yourself. However, if you realize that the feature is not available on any web plan/subscription (or, aren’t sure), you should reach out to our Sales org at https://www.docusign.com/contact-sales or 1-877-720-2040.

 

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

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

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