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Question

How to preview the envelope before sending it via Flow?

  • December 9, 2024
  • 1 reply
  • 117 views
M
Newcomer
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 Hi,

 

I have developed a Screen Flow for sending contract documents, utilizing the 'Send With DocuSign' action (apex-dfsle__EnvelopeConfigurationBulkRequest). Below is the screenshot for reference.(2- Flow element)

 

The envelope is sent immediately when the flow reaches this element step. I want to allow the user to preview the template before it's sent. The template's options have been set to 'Place Fields'.(1- Options) However, it behaves as if it's set to 'Send Now' when I send it through Flow.

 

Is it possible to preview the envelope before sending, as if we are sending it using a button in the page layout?

 

Thanks.

 

1- Options

 

2- Flow element

 

1 reply

B
Docusign Employee
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  • Byungjae.ChungDocusign Employee
  • Docusign Employee
  • 68 replies
  • December 11, 2024

You can allow senders to place fields before sending via Sender View. And you can achieve this through dfsle.EnvelopeService.getSenderViewUrl method. This method returns the Sender View URL, where the user can place the field and send the envelope. Please refer to the Apex Toolkit reference for more information: https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelopeservice.html

More information about the concept of the sender view is here: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/embed-sender-correct-views/

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