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Hi,

 

I have the following requirement from salesforce, lets say from case record i need to generate document and attach additional file and email the document. Is there any option in docusign?

 

I am able to generate document using document generator, but wondering is there any option to email generated document along with some other files

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

If you found this response helpful, please click 'Best Answer' ✅to mark it resolved and assist other community members with similar questions, find trusted answers.

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

 

Sincerely,

Melanie | Docusign Community Moderator
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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"