+1We are using Conga templates to generate Docusign envelope in Salesforce. We successfully applied document custom fields in Conga template using Autoplace Text/”Anchor Tags”. The last thing we need is to setup conditional field rules as per this article (see also image below). However, so far we can add the rules manually. Is there any way to somewhat “save” these rules in Docusign so that those are automatically applied to custom fields? Note that I also plan to ask this on Conga side. Thanks!
+14Hello,
You could test using a template created at Docusign’s side. That template can have those fields configured so if using to send an envelope through that template that will work.
I do not known how Conga works, so you can try to check if from their side when creating an envelope at Docusign it’s possible to use a Docusign template.
Best,
Alexandre
+15Hi
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Alejandro R. | Docusign Community Moderator
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