Generate Document and add additional files with Envelop- Salesforce

Hi ​@Ramanasharestrade,

Thank you for reaching out to the Docusign Community! We're grateful for your question and happy to share our knowledge!

We understand you're looking for a solution within DocuSign to generate a document from a Salesforce case record, attach an additional file, and then email the document. You've successfully used a document generator, but are seeking options to email the generated document along with other files. Great question!
If you are utilizing a third-party document generation tool that attaches the file to the object Notes and Attachments section, both DAL and DFS can use this file as the source document when creating a template. Within that template, you can then add any other files to be sent alongside the generated document.
For DFS 👉Create a Docusign Envelope Configuration

Option for Add Documents and Templates > (Optional) Load Files or Load Attachments
For DAL  👉 Step 2: Add Documents to Your Template

Option for Latest Document

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Let us know if you need further assistance. Here if you need us!

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

Hi ​@Ramanasharestrade,

How are you? I'm checking in to see if you still have questions or need further assistance— we're here for you!

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"