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Newcomer
April 5, 2024
Solved

Getting Error " This account dont have permission to merge fields" in salesforce

  • April 5, 2024
  • 4 replies
  • 141 views

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

Best answer by Michael.Rave

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

4 replies

Michael.Rave
Docusign Employee
Docusign Employee
April 5, 2024

@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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
ChanduNewcomerAuthor
Newcomer
April 5, 2024

Hi @Michael.Rave 
Thanks for replying.


I am using free version of it.

Michael.Rave
Docusign Employee
Docusign Employee
April 5, 2024

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

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
Docusign Employee
April 19, 2024

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.