identify payment element

Question

Hello,In an envelope template I have a payment item to sign and pay at the same time.I need to be able to give the envelope template a Value  (which belongs to the record that generates the document to be signed) to be able to have traceability in my applicationCould someone tell me if it is possible? I have tried to enter a field as if it were a formula, but no, in the payment (in my case Stripe) it gives me the text, not the formula

JohnSantos · Accepted Answer

@MonicaRSIn DocuSign, you can achieve traceability by using an envelope custom fieldin your envelope templates.Envelope Custom Fields: Add a envelope custom field to your envelope template. This field can hold the value from the record that generates the document.

Christopher.Alpizar · Answer

Hi @MonicaRS,I hope you are doing well.I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.Best regards,Christopher | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue.

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