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Idea Submitted

Set the order of multiple word documents within a Salesforce DocuSign Gen template

Categories:Admin ToolsDeveloper Experience
  • March 23, 2026
  • 0 replies
  • 8 views

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If multiple word documents are part of a Salesforce DocuSign Gen template, the order of the documents can only be defined by uploading them in the correct sequence. If, for example, only the first document needs to be updated and therefore re-uploaded, all documents must be deleted first and then re-uploaded in the correct order.
A drag-and-drop feature or document numbering within the DocuSign Gen template would make this much easier, so only new/updated word documents need to be uploaded.