+2Hi,
I’d love to use the Template Assistant for word so that I can have text in my word document replaced as opposed to having to position, pick fonts, etc.
I create sender fields in my Word doc as {{FirstName}} and the preview works correctly.
When I click Upload to Docusign, the template is uploaded and the editor opens, but none of my fields are recognized.
I’ve searched for resources, but am getting confused by Document Gen, whether it requires Salesforce, etc.
What am I missing?
TIA
Best answer by nathaly.monge
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
We apologize, Docusign has two types of Document Generation, one for Salesforce and the other for eSignature, you are looking for Document Generation for eSignature. You may find documentation in the following article: Document Generation for Docusign eSignature
Are you trying this out in a Demo account? I recommend you try it in a demo account first, if you do not have one, you can create one for free using the following link: Demo account
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+15Hello
Welcome to the Docusign Community and thank you for posting your concerns!
We apologize, Docusign has two types of Document Generation, one for Salesforce and the other for eSignature, you are looking for Document Generation for eSignature. You may find documentation in the following article: Document Generation for Docusign eSignature
Are you trying this out in a Demo account? I recommend you try it in a demo account first, if you do not have one, you can create one for free using the following link: Demo account
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+2Thanks for the clarification. The issue here was just that I expected it to substitute my fields in my document and show them like it shows tab fields. So, it was actually working fine.
+15Hello
Thank you for reaching back.
I’m glad you were able find a solution to your issue, I hope you have a great day!
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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