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Hi,

In Salesforce, I have built a Flow which has an invocable action that creates a document via a visualforce page. Once the pdf has been created an attached to my record, the flow uses the DocuSign Send Envelope flow action, which references an Envelope Template, which is configured to pull the most recent document for the record in question (which is going to be our newly created pdf file).
The issue we are having is that the signature anchor tags are not rendering when we go to sign the docusign envelope.
Does anyone have any practical experience or knowledge for best practice in relation to getting anchor tags to work for a pdf generated via a Visualforce page?

Hi ​@paul_prodigy,

Welcome to the Docusign Community! We're glad you're here and happy to share knowledge with you. 😊

We apologize for the issue where signature anchor tags are not rendering when attempting to sign a DocuSign envelope, specifically for a PDF generated via a Visualforce page. We're here to provide guidance to help you move forward.

To resolve this, it's crucial to examine the DET (DocuSign Envelope Template) being used in the workflow. This examination should focus on verifying the anchors added to the document and ensuring that the assigned roles are correctly configured to trigger these anchors. A comprehensive guide on using anchor tags in Salesforce is available 👉 DAL: Docusign App Launcher admin guide - Automatic anchor text and tags

If the issue persists after reviewing and following these steps, it is recommended to open a support case and have a Salesforce Specialized agent review the current workflow. 👉Open a support case

I hope it helps. Let us know if you have questions. We're here for you!

 

Regards,
Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"

Hi ​@paul_prodigy,

I'm just checking in to see if you still need any help, and we'll gladly help you with any questions you may have.

Let us know if you still need further assistance, we're here for you! 😊

 

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

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