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Problem:
We currently work with six banks, each having its own MPA PDF format. Additionally, we have 200+ partners whose MPAs follow the same structure and mapping, but each partner requires different header and footer branding. Because of this variability, adding static headers and footers in the source Word file is not feasible. Maintaining over 200 partner–bank combinations as separate documents is not scalable and would be extremely difficult to manage in real time. Previously, we only had five banks and four partners (20 combinations), which was manageable. Now, with a significantly larger set, we require the ability to insert header/footer images dynamically—similar to how we already populate text using text tabs.
Our configuration:
We are using DocuSign Envelope Templates in a partially customized setup. Envelope creation is triggered via ApexToolkit because some related objects are not directly connected to Salesforce Contract records.
Idea:
We need the capability to dynamically insert header and footer images into the document at runtime through the API, similar to the way dynamic text tabs or signature tabs are currently supported.
