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I need to send a DocuSign Gen template using the Apex Toolkit within Salesforce. My goal is to automate document generation based on specific Salesforce records and trigger it programmatically. Need to incorporate Gen templates into the process. Are there any best practices, examples, or specific considerations when using Gen templates with Apex? Any guidance or code samples would be appreciated!
- Docusign Employee
- 85 replies
I'm not sure I understand your question correctly about the "sending the template" as the template is not something that can be sent. But there's no method in Apex Toolkit (https://developers.docusign.com/docs/salesforce/) for handling document generation described here: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/documents/document-generation/
The way I can think of is using the document generation method of the eSignature REST API(https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/documentgeneration/) in your Apex code.
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