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I created various Docusign Envelope Templates with merge fields, custom email messages, etc. Initially I was using the custom buttons that were created when I created the envelopes to send the documents, but the requirements have changed, and we want to use the single Send with Docusign button. The Send with Docusign button allows me to choose the template, but it isn’t using the correct email subject and message and it doesn’t include all of the merge fields I have added. When I select the template, it shows that i am selecting that one that I just modified, but it is not correct. What am I missing?

Hello ​@Elissa,

Thanks for reaching out here in the Docusign Community—great to have you here!

  • It's possible that you are choosing the server-side version of the template you edited in Salesforce, rather than the Salesforce version
  • When choosing a template and utilizing the standard “Send with Docusign button, the recipient and email custom settings are not included. However, there should be a document and merge fields.
  • Lastly, make sure the package is up-to-date.

If you’re still experiencing issues, it would be best to submit a support case so that our support team can schedule a call and determine precisely what’s going on. 👉 Open a Support Case

Here if you need us!

 

Regards,

Jenny | Docusign Community Moderator

If this helped, feel free to click "Best Answer"!

Hello ​@Elissa,

I hope you're doing well. I'm following up on the above solution provided. Could you please confirm whether it addresses your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

 

Regards,

Jenny|  Docusign Community Moderator

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