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Why is the field toolbar missing on the field configuration page?

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If the field toolbar is missing from the Field Configuration page, you will not be able to add new signing fields to the document.

In most cases, this occurs when the Allow senders to add new fields option is disabled in the template settings.

How do I restore the field toolbar?

Step 1: Open the template

  1. Go to Templates.
  2. Select All Templates.
  3. Locate the required template.
  4. Click the context menu (three dots) next to the template.
  5. Select Edit Template.

Edit template

Step 2: Enable field addition

  1. Open the Template Usage Settings section.
  2. Enable Allow senders to add new fields.
  3. Save the template.

Allow senders to add new fields

Step 3: Verify the field toolbar

  1. Reopen the template.
  2. Navigate to the Field Configuration page.
  3. Verify that the field toolbar is displayed.
  4. Confirm that new fields can be added to the document.

Fields panel

Why does this happen?

When the Allow senders to add new fields option is disabled, senders cannot add additional fields while using the template. As a result, the field toolbar may not be displayed on the Field Configuration page.

Result

After enabling Allow senders to add new fields, the field toolbar becomes available on the Field Configuration page, allowing senders to add the required signing fields.

For more information, refer to: How to use template field configuration in BoldSign

  • You must have permission to edit the template.
  • This solution applies when the field toolbar is hidden due to template configuration settings.
  • If the field toolbar is still unavailable after enabling Allow senders to add new fields, collect screenshots or a screen recording and contact BoldSign Support for further investigation.
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