Salesforce - Sign 2 contracts - 1st contract is included in second

Hello @Jerome ,

Welcome to the Docusign Community and thank you for posting your concerns!

My apologies I didn’t understand your request completely. can you clarify?

Are you looking to combine the signed documents into one PDF in Salesforce but have them signed separately or do you want the signer to sign both documents together and separate them in Salesforce?

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello,

Sorry. I will try to make it clearer !

I need to sign two contract separately. Both at different time.
 

For the first contract, everything is fine, as designed.

At the end, when the contract is signed, the document are downloaded as an attachment into the salesforce object.

Now I want to sigh the second contrat.

I check the preview

Behavior: All the already signed contract (The first one) are added to the envellope and will be send again to our customer

Excepted Behavior: Those files are not attached and send

The only solution I have found is to delete those files from Salesforce, so they are not included in the second contrat.

I hope it helps !

Thanks

Hello @Jerome ,

Thank you for reaching back and for clarifying.

What package of Docusign are you using in Salesforce? You can find this by going to Home > Installed packages.

Are you using Docusign Envelope Template? If so, do you have the option “Attach documents from Salesforce record” enabled?

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello !

Thanks for your answers !

I have this Docusign Package

On the Docusign application (On salesforce !) I do have this option unchecked