Salesforce: Signature, initial, and date tags on template not showing up when sent through envelope.

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?

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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.