Hello,
I have Rich Text fields on Salesforce that I want to show on a DocuSign Envelope template. The text is not showing as expected but appearing as HTML tags.
This link https://support.docusign.com/s/articles/How-to-use-an-Html-block-from-Salesforce-and-pass-it-into-a-Gen-template?language=en_US talks about using “DocuSign Gen” template. I do not have access to DocuSign Gen templates.
How can I pass rich text on a DocuSign Envelope template?
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
To best understand and advise appropriately please answer the following questions (if applicable) so that we can provide you with accurate recommendations:
1. Please provide the package name(s) that are in use, and what version(s) you are on. (this can be found in Salesforce > Setup > (Quick Search) Installed Packages (e.g. DocuSign Apps Launcher version 3.0.1, DocuSign eSignature for Salesforce version 7.0.5)
2. Please provide any relevant additional envelope IDs and/or DocuSign template IDs.
3. How is the Envelope being sent from DocuSign for Salesforce?
***Custom Button, another Integration in Salesforce, default Send with DocuSign Button
4. Has the issue occurred before?
5. Do you have the exact error/screenshots of the issue that you can provide?
6. Please describe step-by-step what you were doing when the issue appeared.
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.