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Question

Validation in DocuSign

  • February 12, 2025
  • 2 replies
  • 52 views

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We have DocuSign enabled in one of salesforce org. Currently we have created 1 gen template in which 20 templates uploaded and based on rule, we are giving opportunity to user to select template, for that we have created picklist field on opportunity and based on selected template name DocuSign will generate the document and send for signature.

 

Now for some documents, Signature is not required, we just need document which have opportunity details that is happening but user can see next button where he can proceed for sending it to signature. Can we put validation there to restrict the user as signature is not required for those documents?

2 replies

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Hello ​@irfan3199,

Thank you for reaching out to the Docusign Community.

To better assist you can you provide us the current version of the Docusign For Salesforce that you are using?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the 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.

 

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 ​@irfan3199,

I hope you are doing well. Just checking to see if you are able to provide the information that we previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.