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I’m using Salesforce/Conga Composer/Docusign integration and would like to see if there is a way to add a Text box so that the signer can add a response during the signing process. To my knowledge with the Salesforce/Conga Composer/Docusign integration it has to use tags and I’m not sure if there is one to have a text box.
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Text Box to Fill When Signing- Salesforce/Conga Composer/Docusign Integration
+1- Newcomer
Best answer by Robert Jackson
Not sure if this will still work but you were able to create your own place tags and define what they were like a checkbox, textbox or the like.
It would depend on what you would like it to do in terms of writeback to Salesforce.
Look at this article for more information on Custom Tags
+8- Rising Star
- Answer
Not sure if this will still work but you were able to create your own place tags and define what they were like a checkbox, textbox or the like.
It would depend on what you would like it to do in terms of writeback to Salesforce.
Look at this article for more information on Custom Tags
- Community Moderator
Hello
Thank you for reaching out here in the DocuSign Community.
I apologize for the inconvenience, this is a follow-up on your post, I understand that you are Salesforce/Conga Composer/DocuSign integration and would like to see if there is a way to add a Text box so that the signer can add a response during the signing process.
If you need further assistance with this please provide the current version of the DocuSign for Salesforce that you are using.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
- Community Moderator
Hi
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.
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.
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