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How to make a template default while using DocuSign for Salesforce

  • October 22, 2018
  • 1 reply
  • 41 views
C
Docusign Employee
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Hi 

I just have one template set up in DocuSign and want to use the same to send out each time when I send out the document to my leads using Docusign for salesforce. Is there a way to default the template? 

Thanks

Best answer by Community Expert

Hello,

This can be achieved by creating a URLFOR custom button in Salesforce and adding the DocuSign Template ID to the DocuSign Template ID parameter to the custom button.

Step 1: Create a custom button on Lead in Salesforce and associate the custom button with the following code: 

{!URLFOR('/apex/dsfs__DocuSign_CreateEnvelope', null, [sId = Lead(dot)Id, DST =

'Add your DocuSign Template ID'])}

Make sure to replace your DocuSign template Id from DocuSign in the DST parameter.

Step 2 : 

Add this custom button to the Lead layout which reps are using to Send envelopes to Lead.

Step 3 :

Instruct the reps to use this custom button so that when an envelope is created and edit envelope page is displayed, the template will be automatically pulled up in the Envelope.

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C
Docusign Employee
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  • Community ExpertDocusign Employee
  • Docusign Employee
  • 1935 replies
  • Answer
  • October 24, 2018

Hello,

This can be achieved by creating a URLFOR custom button in Salesforce and adding the DocuSign Template ID to the DocuSign Template ID parameter to the custom button.

Step 1: Create a custom button on Lead in Salesforce and associate the custom button with the following code: 

{!URLFOR('/apex/dsfs__DocuSign_CreateEnvelope', null, [sId = Lead(dot)Id, DST =

'Add your DocuSign Template ID'])}

Make sure to replace your DocuSign template Id from DocuSign in the DST parameter.

Step 2 : 

Add this custom button to the Lead layout which reps are using to Send envelopes to Lead.

Step 3 :

Instruct the reps to use this custom button so that when an envelope is created and edit envelope page is displayed, the template will be automatically pulled up in the Envelope.

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