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Is it possible to modify the buttons to add documents? More precisely is it possible to remove the 'Add from Salesforce' button?

  • February 8, 2023
  • 4 replies
  • 27 views
C
Docusign Employee
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Best answer by Community Expert

Hello,

Currently is not possible to achieve this, however, a potential workaround would be to use an envelope template and set the sending experience either on "send now" or "quick send" to avoid adding extra documents.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

4 replies

C
Docusign Employee
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Hello,

Thank you for reaching out here in the DocuSign Community.

Could you provide the current version of the DocuSign for Salesforce/DocuSign Apps Launcher that you are using?

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C
Docusign Employee
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Hi,

The current version of the DocuSign package is 5.0.

 

C
Docusign Employee
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  • Community ExpertDocusign Employee
  • Docusign Employee
  • Answer
  • February 8, 2023

Hello,

Currently is not possible to achieve this, however, a potential workaround would be to use an envelope template and set the sending experience either on "send now" or "quick send" to avoid adding extra documents.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C
Docusign Employee
Forum|alt.badge.img

Thank you for your quick response.

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