The sending experience options within Docusign Apps Launcher (Salesforce) aren’t flexible enough. We have agreements with approved terms and conditions language that the sender is not authorized to manipulate in any way. Our senders in this case should only have access to attach the document (either from the Salesforce record or upload the PDF) and assign the recipient. They should not have access to add any additional input or merge fields (the correct signer tags are already included in the source documents). We’d like to see a sender experience option in the envelope template settings that bypasses the full featured “prepare & send” page. It appears my only option to accomplish this today is a completely customized Apex Toolkit code solution.
Parked
Sending Experience options in DAL eSignature Envelope Template settings
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