DocuSign for Salesforce - DocuSign Admin has no Custom Tags section
The Custom Tags section of the DocuSign Admin panel is missing on a user profile with access (e.g. Settings and Users).
The Custom Tags section of the DocuSign Admin interface appears only when your account has Enable Saving Custom Tags and Enable Shared Custom Tags checked. Most accounts should already have these settings enabled and the panel visible.
If the Custom Tags section of the DocuSign Admin interface is missing:
- Click the DocuSign section to take you to your DocuSign account.
- Enable the Custom Tags features:
- Go to the Profile Menu | Go to Admin | Sending Settings, check Allow users to share custom fields. If Enable Saving Custom Tags is disabled, you will have to contact Customer Support to request it be enabled.
You should now see the following in DocuSign for Salesforce - DocuSign Admin.