When we upload a document from Salesforce (DAL Integration) to DocuSign, there are multiple dynamic editable form fields that are present in the document but after it gets uploaded to the docusign, the form fields are misaligned and doesn’t work as expected.
As per DocuSign(case #15506376 ) the form field data conversion functionality is designed to work only when a document is uploaded directly into the DocuSign tagger page (Prepare and Send in Salesforce). This behavior does not apply when sending a PDF from Salesforce.
As the step to detect form fields in the rasterizer, which is triggered on an upload into Docusign directly, is not used when sending over a PDF from Salesforce, it is expected behavior at this point that form fields are not recognized as per DocuSign.
We are expecting that the form field data conversion functionality works when uploading/sending a PDF from salesforce directly. the alternative resolution to this are not usable for our business need. this should be available through enhancement at DocuSign end.
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