How to insert image from Salesforce field

Forum|Forum|2 years ago
April 3, 2024
2 replies
735 views

K

Kelly.Gatling

Docusign Employee

Hi Manoj,

Welcome to the DocuSign Community!

If you are wondering how to take Salesforce stored images and merge them into a document via the CLM Document Generation process, then you’ll want to make sure to grab the image’s public url or convert it to Base64 string. The public url or base64 text string needs to be stored as a field in Salesforce or in the Document Generation form for referencing. Use an image merge tag type to embed into your document anywhere you want the image to merge.

You can read more about the CLM image merge tag here: https://support.docusign.com/s/document-item?language=en_US&bundleId=uqj1643324072491&topicId=yoi1674508727766.html

You can use a free online tools to convert your images to a base64 string text, such as: https://www.base64-image.de/

Please provide more details if your question was regarding a different scenario.

Hope this helps!
Kelly

Kelly Gatling | Principal Product Trainer | Docusign University

Justin Jiang

Established Contributor

Do we need make a web link for the image?

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