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September 25, 2026
Question

DFS to DAL - Copy function not working

  • September 25, 2026
  • 0 replies
  • 12 views

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.