Place AutoPlace Fields Automatic (Dynamics 365 CE)

Hello @NJA ,

Welcome to the Docusign Community and thank you for posting your concerns!

Have you created custom fields in Docusign that contains the labels that are inputted within the document?: Create a Custom Field

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Yes we have Create AutoPlace Fields with the same Label but we need to place this automatic

Hello @NJA ,

Thank you for reaching back.

Great, if you have the custom fields created with the right labels these should automatically be placed where the label that matches theirs are in the document, does this not happen? Can you provide a screenshot of the label on the document and of the custom field?

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

When I select the custom field and drag it onto the document, it is placed automatically. However, we would like the fields to be placed fully automatically when the document is loaded into DocuSign via the connector to Dynamics. So that the user only has to click on Send - or we can use the “OneKlick” function of the DocuSign Dynamics integration. 

Hello @NJA ,

Thank you for reaching back.

Do you have a custom button created in Dynamics? The AutoPlace functionality in Docusign for Dynamics will only work with a Custom Button: Create Custom Buttons

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

yes i have create a Custom Button in Dynamics. But how can i setup this button to use the AutoPlace Fields

Hello @NJA ,

Thank you for reaching back.

Maybe the following article can assist with the steps on how to set up a custom button to use AutoPlace fields: Use AutoPlace Fields in Dynamics 365 Workflows and Custom Buttons

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

I have used this guide to create everything but unfortunately I could not figure out how to tell DocuSign to automatically place the Autplace Fields.

Hello @NJA ,

Thank you for reaching back.

If the previous article was of no help I would recommend you create a support case to check the setting with a support agent on a live session: https://support.docusign.com/en/contactSupport 

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!