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Hello, my client uses DocuSign DocGen in salesforce, but it is not available in portal.

I created an API call, but it seems to use a regular template from eSignature, even though I have the docgen template already setup in developer org.

Is there a way to use the API and apply the rules for document generation I setup int Salesforce?

Hello ericlmaginedone,

I believe the best solution for you to create Document Generation for Docusign eSignature which you can follow from this link: https://support.docusign.com/s/document-item?language=en_US&bundleId=als1679428547895&topicId=ldx1679428689631.html&_LANG=enus

however you can use this example too to achieve the required
 

{
  "templateId": "your-docgen-template-id",
  "status": "sent",
  "emailSubject": "Please sign this document",
  "recipients": {
    "signers": r
      {
        "email": "signer@example.com",
        "name": "Signer Name",
        "recipientId": "1",
        "tabs": {
          "signHereTabs": b
            {
              "anchorString": "/sn1/",
              "anchorYOffset": "10",
              "anchorUnits": "pixels"
            }
          ]
        }
      }
    ]
  }
}

Thank you so much and if you need any help you can raise a support case anytime at https://support.docusign.com 

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