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Idea Submitted

Set default behavior for multiple documents in a Salesforce Docusign Gen template to unchecked

Categories:Agreement Preparation
  • July 29, 2025
  • 0 replies
  • 10 views

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When a Docusign Gen template with multiple documents is used, all documents are selected by default. This makes it very time-consuming for users to deselect all the documents not needed. As document rules are very limited in terms of only fields of the record can be selected and also only the conditions "equals" and "Not equals" can be used, this would make life much easier and would safe a lot of time for our users.