Hello, I created a new Docusign envelope template in SalesForce and I have this error message “Source object is blank”.  I created this template using the “Clone” button from an existing template.  Also, I notice the “Main Data Source” column is blank for the cloned template, but not for others.  I think this clone feature is broken.  There is no screen I can find where I can make this selection.

The “Clone” button i was using is Salesforce native and does not work for my situation.  For cloning these templates you should use the export/import option.

Hi ​@DaveOz—glad you checked in!

Based on your latest reply, it appears you have figured it out. Great job! For other members’ visibility, I'm sharing the article for cloning an envelope template in Salesforce here 👉  Learn About Cloning an Envelope Template in Salesforce.

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Melanie | Docusign Community Moderator
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Hi again ​@DaveOz,

Thank you for choosing our suggested solution as Best Answer. 😊 Your decision will surely help other members with similar questions. If anything else comes up, don’t hesitate to reach out here in the Community—here if you need us!

Sincerely,

Melanie | Docusign Community Moderator