Copy with Field Data

Hello ​@Emad Radwan,

Thank you for reaching out here in Docusign Community.

To perform a Copy with Field Data in Salesforce, you can use the DocuSign eSignature for Salesforce application. Here are the steps:

1. Install the DocuSign eSignature for Salesforce application from the Salesforce AppExchange.
2. Once installed, navigate to the object that contains the envelope you want to copy (e.g., Opportunity, Account, Contact).
3. Open the record that corresponds to the envelope you want to copy.
4. In the DocuSign related list, locate the envelope you want to copy and click on the "Copy with Field Data" button.
5. A new draft envelope will be created, which is an editable copy of the original envelope, including all recipient-entered data and selections.
6. You can make any necessary changes to the copied envelope, such as adding or removing documents, recipients, or fields.
7. Save the copied envelope and proceed with any additional actions, such as sending it for signature.

Please note that the availability and functionality of the "Copy with Field Data" option may vary depending on your specific Salesforce configuration and the version of the DocuSign eSignature for Salesforce application you are using.

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Best regards,
Marco Paulo | Docusign Community Moderator