New Release Features of eSignature for Salesforce | Webinars

[@VishalDevarde]

hey, at the time of merge fields it returns error msg as the account lacks sufficient permissions to use merge fields.

[@rakoshti]

The docuSign signature tags (prepare & send stage) works fine with a pre-uploaded document. But it doesn't work when we choose document from salesforce record. How to automatically get/place signature tags in this case as well?

[@DocusignDevs]

Hi Rahul! You can check out how to add tabs with a document from Salesforce here in our documentation: developers.docusign.com/docs/salesforce/how-to/send-envelope-with-tabs/

[@ramprakashdas2631]

Hi, there was a feature in the earlier esignature versions wherein a user could select a template from the existing Docusign templates when sending a document. This feature seems to be missing. We would need x number of quick actions buttons if we have x number of templates to be used from an object. Is there an alternate solution to this?

[@DocusignDevs]

Hi Ramprakash! If you are asking about making a custom Apex Toolkit solution then you can do the following: Call the- dfsle.Document.fromTemplate( myTemplateId, // templateId in dfsle.UUID format 'myTemplate'); -multiple times. Then, add each of these documents to your list of documents and then add the documents to the envelope: myEnvelope = myEnvelope.withDocuments(new List { myDocument, myDocument2, myDocument3 })