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Hi, 

We are using a custom URL For button when when we go to ‘Send Agreement’  after we generate the documents, it asks us to add the signing groups and users individually. We would like to have a certain set of users already added so our end users will follow the correct process. 

Would also like to add a custom email message. We have this all set up with our current templates in DocuSign Apps Launcher but we are unsure how to get it to work with DocuSign Gen. Any insight? Here is a video of what I’m seeing: https://share.zight.com/wbuqEXr4

This is our Custom Button I have highlighted the URL Scripting that I have working in our DocuSign Apps Launcher button but for some reason it isn’t working in the below. 

{!URLFOR(
IF($Site.Prefix == '/s', $Site.Prefix + '/apex/dfsle__gendocumentgenerator', '/apex/dfsle__gendocumentgenerator'), null, 
sId = SBQQ__Quote__c.Id, templateId = 'a8hVE0000006XsXYAU', recordId = SBQQ__Quote__c.Id, 
title = 'Order form', 

RES = '7,2,3,1,30,3'
CES= 'Agreement for you signature: '+ SBQQ__Quote__c.SBQQ__BillingName__c,
CEM= 'Please click the button above to review and e-sign your agreement.
\\n To perform one of the following actions_COMMA_ click the "other actions" button in DocuSign: Finish Later_COMMA_ Print & Sign_COMMA_ Assign to Someone Else_COMMA_ Decline to Sign\\nThank You'
 
])}

Hi ​@etemkin,

 

Thank you for reaching out to the Docusign Community. 

In order to have your Envelope Template’s recipient and messaging configuration applied to the documents generated through your Docusign Gen template you will need to link one to the other. You can link an Envelope Template to a Gen Template without the need of manually coding a custom button by following the steps provided, here:

Create a One-Click Generation and Sending Experience to Streamline Your Contract Process

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 


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