I have an integration set up in place between Salesforce and Docusign. Currently what is happening is when I send a document or want to preview it the specific file is automatically saved to the related object. However, I don't want the unsigned copy to be saved. I only want the signed copy to be saved.
What can I do so that I only have one copy saved (the signed copy)? I was unable to find any details on this.
Hello @PSR — thanks for posting and welcome to the Docusign Community!
You might be referring to Gen in Salesforce. Gen automatically saves a copy to the related Files. At this time, there isn’t an option to open it in a preview‑only mode without saving.
Best Regards,
Jenny | Docusign Community Moderator
If this cleared things up, you can mark it as "Best Answer" so others can find it, too.
Hello
I hope you’re doing well. I’m following up to see if the information shared above was helpful. If it added clarity or answered your question, marking it as Best Answer ✅ will highlight it for others in the community. If you still need more support, we’re here to help.
Best Regards,
Jenny | Docusign Community Moderator
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