I'm getting 'This Account lacks sufficient permissions to use Merge Fields.' when I try to add a merge field while creating a template, does anyone know which permission I should add to the DocuSign user in order to make this work?
This Account lacks sufficient permissions to use Merge Fields.
Hello
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!
Hello
If you found my 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.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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