You can use custom XML in your template to add tables, filter and group data, add conditional logic, and more. XML tags in Word-based Gen templates merge Docusign and Salesforce fields into a generated agreement.

Gen merge tags (<Content> , <TableRow>, <Conditional>, and so on) use XPath to read extracted XML data. XPath is an XML query language.

You can also build custom XML/XPath tags in your Word template to add tables, filter data, group data, add conditional logic, and more.

How Docusign uses XML in Gen

You start building a Word-based Gen template. You create a Word document containing Docusign and Salesforce fields that you pasted from the Gen template.

You upload the Word document to the Gen template and add a Gen button to your Salesforce layouts.

A user selects the Gen button on a record. Docusign uses an API call to send Docusign and Salesforce XML data from your template to a Docusign server.

The Docusign server creates the finished contract by merging the XML data with the template document. Docusign sends the finished agreement back to Salesforce.

Using XML in Gen templates

• The tags that you create in Gen and place in a Word or PDF document always reference Salesforce XML nodes.
• You can reference a single node by using array syntax for expressions that evaluate to multiple nodes. Example: //Opportunity//OpportunityLineItems[1]/Description
• Gen currently only supports XPath 1.0.
• Docusign does not support XSLT-specific functions.
• You can concatenate strings with XPath. Example: concat(//Opportunity/Account.Name, ' - ', //Opportunity/Name)

• You can use all merge tags from Docusign CLM and Legacy Docusign CLM (SpringCM) in Gen templates.

XML options you can use in a Gen template

Review the following options for adding custom XML to your Word-based Gen template:

• Access the Gen Word Template Upload Documents Step
• Learn About Using XML to Customize a Word-Based Gen Template
• Use Table Row XML Tags in a Word-Based Gen Template to Import Salesforce Data
• Use Table Column XML Tags in a Word-Based Gen Template to Import Salesforce Data
• Learn About Using Gen Template Filtering to Import Only the Data You Need
• Add Filters to a Word-Based Gen Template
• Learn About Adding Conditional Logic to a Gen Template Word Document
• Add Conditional Logic to a Gen Template to Show or Hide Content
• Use Split and Nested Conditional Tags in a Gen Template
• Use XML in the Test Attribute to Add Conditional Logic to a Word-Based Gen Template
• Use Filter and Conditional Tags Together in a Word-Based Gen Template
• Use Repeat Tags in a Word-Based Gen Template to Generate Blocks of Salesforce Content Multiple Times
• Learn How to Use Group Tags in a Word-Based Gen Template to Cluster Salesforce Data Into Tables
• Use Group Tags in a Word-Based Gen Template