Hello.
I created a standard formula field, added a formula. I then saved the field as a custom field. I then added an autoplace text anchor to the custom field. This worked perfectly. However, when I go back to generate the document again the formula is gone. Not sure how to resolve this.
Please let me know if you need more information.
Hi
Thank you for reaching out to the Docusign Community.
Are you using Document Generation for eSignature?
If that is the case, then you should follow the steps outlined in the guides below on how to add sender fields to a document generation template:
Create a Sender Field With the Template Assistant
Insert Sender Fields and Dynamic Tables Into a Document
The reason why your anchor text is not working as expected within the basic eSignature application is that you are expected to use the Auto-Place feature instead. Anchor Text formatting is usually managed by existing third party apps such as Salesforce. More details on how to work with AutoPlace can be found, here:
Feel free to let us know if you need further assistance with this.
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
Hi
I hope you are doing well.
I would like to confirm if the suggested solution answers your question?
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Alejandro R. | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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