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Help urgent helpp!!!

  • March 19, 2025
  • 1 reply
  • 13 views
N
Newcomer
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Hello,

At my company, we use DocuSign for Salesforce and set up DocuSign integrations for other companies.

Our contract (daily, weekly) and disclosure (NY, CA, VA) documents are in separate Gen Templates, each linked to specific rules. For example, if frequency = daily and billing address = NY, then the daily contract and NY disclosure are sent for signature.

Issue:

Both templates are successfully sent for signature, but while the contract correctly displays the picklist, signature, and date signed fields (configured via the envelope template), the disclosure does not show these fields. As a result, both templates cannot be completed smoothly.

I have created multiple support tickets, but due to the complexity of the scenario, I haven’t found a clear solution or resource. At this point, I’m not even sure if DocuSign supports this functionality as expected.

Has anyone encountered a similar issue or found a solution?

Thank you!

1 reply

M
Community Moderator
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Hello ​@nihal A,

Thank you for reaching out, and welcome to the Docusign Community! We are thrilled to have you here and look forward to sharing as much knowledge as we can.

I see you are utilizing DocuSign for Salesforce with specific envelope templates linked to Gen Templates for contracts and disclosures. The issue arises when the disclosure does not display the necessary fields (picklist, signature, and date signed) that are configured in the envelope template. I understand the challenges you have faced while attempting to address this issue through several support tickets. It can be frustrating when the complexity of a scenario leads to unclear solutions or resources. I sincerely apologize for the inconvenience caused and rest assured that I will make efforts to assist.

To better assist, could you please send me a private message with your case numbers? I will coordinate directly with internal support to help us with this.

I look forward to your response. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

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