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Remove preview button from layout after doc generation

M
Newcomer
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Is it possible to hide / remove the preview button on the layout of the page that appears when generating documents with Docusign GEN?

The problem is that users click on the preview button to see the document that’s been generated but then they need to go back to the salesforce record linjed to the document in order to continue their business process. Therefore they use the back button of their navigator but when doing that it sends them back to the document generating page and so re-generates documents resulting on document being generated in several copies.

To prevent this from happening we’d like to remove the preview button so that users can only see the documents from the salesforce record itself.

Thanks for your help!

Best answer by Christopher.Alpizar

Hello @MNO,

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience, I understand that you want to know if it is possible to Remove the preview button from the layout that appears when generating documents with Docusign GEN

 

To better assist you, could you provide the current version of the DocuSign for Salesforce that you are using?

 

DocuSign for Salesforce - What Version of DocuSign eSignature for Salesforce Am I Using?

 

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

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.

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2 replies

C
Community Moderator
Forum|alt.badge.img+14

Hello @MNO,

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience, I understand that you want to know if it is possible to Remove the preview button from the layout that appears when generating documents with Docusign GEN

 

To better assist you, could you provide the current version of the DocuSign for Salesforce that you are using?

 

DocuSign for Salesforce - What Version of DocuSign eSignature for Salesforce Am I Using?

 

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

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
Community Moderator
Forum|alt.badge.img+14

Hi @MNO ,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance with this.

 

If no, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | DocuSign Community Moderator

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

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