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Salesforce - Word-Based Template with Open Fields

  • 8 March 2024
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We are using a Word-based Template with Salesforce and DocuGen, but there will be some sections in the PDF that will not be filled by Salesforce, is there a way to add on the Word template the open text boxes I was thinking maybe a tag exists for this, but I’m not finding in the documentation.

Currently, it allows to add the open text box after the PDF is generated and prior to sending the document, but it is not scalable to add them manually each time after the document is generated.

I see the Online Editor allows this mix of indicating Salesforce fields and add text boxes for the template, however, this editor is much more constrained in formatting options, so we would prefer it to be with the Word based Template.

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Best answer by denisserivas_er 10 April 2024, 09:42

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Hello @denisserivas_er, 

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience, I understand that you want to know if is there a way to add to the Word template the open text boxes.

 

Can you provide the current version of the DocuSign for Salesforce that you are using?

 

Instructions on how to view the version of DocuSign for Salesforce your Salesforce organization is using can be found in the Setup of your Salesforce organization. This includes all DocuSign for Salesforce packages, such as DocuSign eSignature for Salesforce, Legacy DocuSign eSignature for Salesforce, and DocuSign for Salesforce CPQ. 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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Hello, we are using DocuSign Apps Launcher version 5.1

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Hello @denisserivas_er, 

 

Thank you for the information provided.

 

To clarify, are you trying to add text fields and send for Signature? Or are you talking about fillable form fields?

 

If you are talking about eSignature text fields, you would need to leverage Automatic Anchor Tags in their Gen Documents:

DAL: DocuSign App Launcher admin guide - Automatic anchor text and tags. Automatic anchor text is a feature that allows text to be used in documents as a placeholder for signature, initial, and other tags for particular Salesforce Role Names. You can manually place the text into your documents and then set the roles for recipients when adding the recipients to an envelope.
 

DAL: DocuSign App Launcher admin guide - Automatic anchor text and tags

 

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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Hi @denisserivas_er,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, 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.

Derrick.Tran
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Hello @denisserivas_er, 

 

Thank you for the information provided.

 

To clarify, are you trying to add text fields and send for Signature? Or are you talking about fillable form fields?

 

If you are talking about eSignature text fields, you would need to leverage Automatic Anchor Tags in their Gen Documents:

DAL: DocuSign App Launcher admin guide - Automatic anchor text and tags. Automatic anchor text is a feature that allows text to be used in documents as a placeholder for signature, initial, and other tags for particular Salesforce Role Names. You can manually place the text into your documents and then set the roles for recipients when adding the recipients to an envelope.
 

DAL: DocuSign App Launcher admin guide - Automatic anchor text and tags

 

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.

 

More specifically from the documentation referenced above, you would have to follow the instructions for “Use Automatic Anchor Text with Custom Tags” to create your custom tag and anchor text.

In addition, make sure to not forget this step below from the section labeled “Use Automatic Anchor Text with Merge fields”

 

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Hi @denisserivas_er ,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance with this, 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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Hi, I was able to solve for what I needed using a mix of Anchor Tags and Custom Fields, thanks for the help.

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