Hello @CharlieS ,
Welcome to the Docusign Community and thank you for posting your concerns!
I’m sorry to hear that your are getting an error regarding merge fields, I understand this happens when trying to create a template.
This is a feature that needs to be enabled in the backend by a Customer Support agent. You would need to be an admin on the account to have this feature enabled. If you are an admin, please create a support case using the following link: https://support.docusign.com/en/contactSupport
- Select Open a Support Case at the top of the page.
- Select the Continue button beneath eSignature, Rooms, and CLM. Note: If you're a DoD customer, select DoD Customer Login.
- Log in using your Product credentials (email and password) and select Continue:
- The Docusign Support Center requires login credentials for a Production account. The account can be a Trial account, but it must be in a Production environment (i.e., not a Demo or Sandbox environment).
- Have issues logging in? Try these troubleshooting steps.
- Select a Case Subject. Note: If you have multiple Docusign accounts, a pop-up will appear. Select an account to continue.
- Select any of the resources under ‘Need Answers Fast?’ that address your issue.
- If that doesn't answer your question, select the Add Case Details button.
- Complete the case form.
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!