Currently, every time a user clicks the Generate Document button, a new document is created and attached to the record. This leads to:Multiple duplicate documents Storage clutter Confusion about which version is the final one

Solved

Prevent Multiple Document Generation on Button Click in DocuSign Gen

Forum|Forum|4 months ago
April 16, 2026
4 replies
141 views

Currently, every time a user clicks the Generate Document button, a new document is created and attached to the record. This leads to:

Multiple duplicate documents
Storage clutter
Confusion about which version is the final one

Best answer by Noralynn.Niduaza

Hi @RadhaJ adhav Kashappa,

Thank you for engaging with the Docusign Community. We are pleased to have you here.

We apologize that users are currently experiencing issues with the Generate Document feature through Salesforce. Please let me help you with this and provide the necessary information.

To help prevent multiple documents from being created for the same record, we recommend implementing Salesforce controls to limit duplicate use. I would like to share some articles that offer options for resolving your issue.

Link for reference:

Docusign Gen - Best Approaches for Generating Documents

Duplicate Salesforce Documents Display When I Send Gen Agreements for Signature

I hope this helps! If you need anything else or have more questions, feel free to reach out. I’m happy to help.

Sincerely,

Noralynn | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer."

N

Noralynn.Niduaza

Answer

Community Moderator

Hi @RadhaJ adhav Kashappa,

Thank you for engaging with the Docusign Community. We are pleased to have you here.

We apologize that users are currently experiencing issues with the Generate Document feature through Salesforce. Please let me help you with this and provide the necessary information.

To help prevent multiple documents from being created for the same record, we recommend implementing Salesforce controls to limit duplicate use. I would like to share some articles that offer options for resolving your issue.

Link for reference:

Docusign Gen - Best Approaches for Generating Documents

Duplicate Salesforce Documents Display When I Send Gen Agreements for Signature

I hope this helps! If you need anything else or have more questions, feel free to reach out. I’m happy to help.

Sincerely,

Noralynn | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer."

N

Noralynn.Niduaza

Community Moderator

Hi @RadhaJ adhav Kashappa,

I hope you’re doing great.

I have looked into similar issues, and our Salesforce team has already submitted an enhancement request that is currently in progress. At this time, our Engineering team has not provided a specific timeline for its implementation. Please know that any updates or releases will be officially announced once available.

In the meantime, feel free to check back here anytime for updates. I’ll be happy to assist.

Sincerely,

Noralynn | Docusign Community Moderator

Feel free to Like👍and click "Best Answer."

N

Noralynn.Niduaza

Community Moderator

Hi @RadhaJ adhav Kashappa,

I hope you’re doing great.

I would like to check if there’s anything else that we can help you with. We’ll be happy to assist.

Thanks for being part of the Docusign Community!

Sincerely,

Noralynn | Docusign Community Moderator

R

RadhaJ adhav Kashappa

Author

Hi Noralynn,

Thank you for your response and for sharing the resources. I'll review the articles and see which approach works best for our use case.

Thanks again for your help!

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