DocGen for Salesforce - AutoPlace Custom Fields not automatically added to file when sending

Question

Hello! We're using DocGen for Salesforce for our documents, and everything is working as needed except for having custom input fields be pulled into the doc before sending.

We have Signature Placeholder fields for s1, n1, d1, etc, and those all work great when sending the document (which is connected to an envelope). We also have Custom Fields with anchor text set-up the same way, but when we go to send the document, it automatically adds the Signature, Name, Date, etc fields for signer input, but the custom text fields are not added until I drag them into the 'Prepare & Send' pane. Once I drag them in, the Autoplace that is set-up does put them where it should be putting them, but I cannot figure out what is missing to cut out this step of dragging the custom field in. I don't want the eventual senders to need to remember to do this for all the custom input fields every time.

Thanks!

laurenefirth · Accepted Answer

I did end up creating a DocuSign Support ticket and got it figured out, thanks!

If anyone comes across this, when you create the custom fields, it will create them with anchor tags like /tel1/, but you need to go into DocuSign (or I guess can update from within Salesforce) and update the anchor tags to be something like /tel{r}/. In your actual doc you'll have tel1, tel2, tel3, but the anchor text needs to have {r} instead of the number.

Ma.Cubio · Answer

Hello ​@laurenefirth,Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.To further check on this issue, we will be needing to check your account and the template to provide you accurate resolution. We highly recommend for you to create a support case instead for further assistance.To create a case without logging into your account, please use the section at the bottom of the page:https://support.docusign.com/s/contactSupport?language=en_US&rsc_301If you found the 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. Thank you!Best regards,Ma. Cassandra |Docusign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue

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