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Send link in template

Forum|Forum|2 years ago
February 23, 2024
6 replies
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I have a link stored on opportunity in a field the link would be unique for each opportunity. I want to send this link to customers on which they can click and go the link.

eSignature

Best answer by Michael.Rave

David, Can I make the url clickable(hyperlink) while sending? I will get the link as text which user can copy and use. But it can be made hyperlink that would be easy for user to click and go to the link.

Unfortunately, this is not possible during signing. The link will be clickable in the final PDF, if it was clickable before, but it will not be clickable during the signing ceremony. David posted the right information on how to create a URL, which can be access during signing in DocuSign eSignature.

Updating the value automatically for each envelope to incorporate a dynamic link would require you to leverage the DocuSign eSignature API to create the envelope and provide the link as part of the payload.

D

David.Schmitz

Hero

@amit.yadav Here is a DocuSign article that guides you through creating a DocuSign text field that could be added to a DocuSign envelope onto a document to be clickable hyperlink.

https://support.docusign.com/s/articles/How-to-create-a-hyperlink-in-DocuSign

A

amit.yadav

Author

New Voice

Thanks David, but this is for static links, but in my case the link will be unique for each customer.

D

David.Schmitz

Hero

@amit.yadav I know of no other option especially if the URL is dynamic. You could save the text field as a Custom Field, drop it and then edit the details of the URL before sending. Perhaps other ideas or options will be added by other Community members.

A

amit.yadav

Author

New Voice

David, Can I make the url clickable(hyperlink) while sending? I will get the link as text which user can copy and use. But it can be made hyperlink that would be easy for user to click and go to the link.

Michael.Rave

Answer

Docusign Employee

David, Can I make the url clickable(hyperlink) while sending? I will get the link as text which user can copy and use. But it can be made hyperlink that would be easy for user to click and go to the link.

Unfortunately, this is not possible during signing. The link will be clickable in the final PDF, if it was clickable before, but it will not be clickable during the signing ceremony. David posted the right information on how to create a URL, which can be access during signing in DocuSign eSignature.

Updating the value automatically for each envelope to incorporate a dynamic link would require you to leverage the DocuSign eSignature API to create the envelope and provide the link as part of the payload.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

A

Alejandro.Ramos

Docusign Employee

Hi @amit.yadav,

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?

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,

Alejandro R. | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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