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Please provide solution or permission to merge field while creating docusign envelope Template.

@Chandu

Did you purchase a DocuSign plan that includes DocuSign eSignature for Salesforce?

If yes, have you installed the DocuSign Apps Launcher package in your Salesforce account and connected it to your DocuSign eSignature account that you are trying to create the template in?

This DocuSign Support article has additional information.


Hi @Michael.Rave 
Thanks for replying.


I am using free version of it.


It is a paid feature, which explains why the free account does not have permissions to use it.


Hi @Chandu,

 

I hope you are doing well.

 

I would like to confirm if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

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


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