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Through Nintex in Salesforce, how can I add a custom field in the list of available docusign tags?

  • 5 March 2024
  • 2 replies
  • 21 views
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How can I add a document custom field into DocuSign Admin within Salesforce? I am using Nintex to add DocuSign tags onto documents to generate and send through Salesforce. Currently text is not an available DocuSign tag, so I added text as a Document Custom Field in DocuSign > Settings > Document Custom Fields.

2 replies

C
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Hello @achillinsky, 

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience, I understand that you want to add a custom field to the list of available DocuSign tags, through Nintex in Salesforce.

 

Would it be possible for you to provide the current version of DocuSign for Salesforce that you are using?

 

Have you contacted Nintex about this?

 

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.

C
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Userlevel 3
Badge +11

Hi @achillinsky,

 

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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