Hello @JeffG8,

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

I apologize for any inconvenience that this might cause you, we are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that when you sent with Salesforce, your recipients had to add the sign, initial, and date tags themselves. Wasn’t a problem when I didn’t use the envelope.

Did you create the envelope from scratch in Salesforce or use a template in Salesforce?

Can you provide the current Docusign for Salesforce version that you are 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.

Best regards,

Christopher | Docusign Community Moderator

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

I created the DS Gen Template with a Word doc, merge fields, signature tags, and a button, tested, and it worked without having the signors put tags in. 

Then created the Envelope template. The signature tags didn’t work. The signors had to add tags themselves.

Hello @JeffG8,

Thank you for reaching back, the envelope template contains the same fields as the Gen template correct?

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

Hi @JeffG8,

I hope you are doing well.

I would like to confirm if you need further assistance, 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.