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Is it possible to modify the buttons to add documents? More precisely is it possible to remove the 'Add from Salesforce' button?

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C

Community ExpertAnswer

Docusign Employee

Hello,

Currently is not possible to achieve this, however, a potential workaround would be to use an envelope template and set the sending experience either on "send now" or "quick send" to avoid adding extra documents.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Community Member

Legacy User

Hello,

Thank you for reaching out here in the DocuSign Community.

Could you provide the current version of the DocuSign for Salesforce/DocuSign Apps Launcher that you are using?

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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C

Community Member

Legacy User

Hi,

The current version of the DocuSign package is 5.0.

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C

Community Expert

Answer

Docusign Employee

Hello,

Currently is not possible to achieve this, however, a potential workaround would be to use an envelope template and set the sending experience either on "send now" or "quick send" to avoid adding extra documents.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Translate

C

Community Member

Legacy User

Thank you for your quick response.

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.