DFS to DAL - Copy function not working

Question

We recently switched from DFS to DAL and noticed the “Copy” button within the Agreement tab does not seem to create a Docusign Status record within Salesforce.

With DFS: When used the “Copy” button within Docusign portal, a Docusign Status record was created linking it to the parent object from where the original agreement was sent.

With DAL: No Docusign Status record is created within Salesforce.

Ma.Cubio · Answer

Hello ​@ashwinvegadThank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.Thank you for providing the details.With DAL, this is expected behavior. DAL status records are created when an envelope is created from Salesforce. When an envelope is copied directly from the Docusign web application, a DAL status record is not automatically created in Salesforce.If you need copied envelopes from the Docusign web application to generate a linked status record in Salesforce, you can configure the Salesforce Connect configuration in your Docusign account. The configuration will need to be set up to create the status record for the new DAL (dfsle) status component, rather than the legacy DFS (dsfs) status component.If you need assistance with this configuration, you maycontact Docusign Support to see if they can help. Since this is a custom implementation configuration, Support may refer you to Docusign Professional Services for further assistance.If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!Sincerely,Ma. Cassandra | Docusign Community ModeratorIf this helped, feel free to Like👍and click "Best Answer"

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