Skip to main content
Solved

Send link in template

  • February 23, 2024
  • 6 replies
  • 368 views

Forum|alt.badge.img+2

I have a link stored on opportunity in a field the link would be unique for each opportunity. I want to send this link to customers on which they can click and go the link.

Best answer by mrave

amit.yadav wrote:

David, Can I make the url clickable(hyperlink) while sending? I will get the link as text which user can copy and use. But it can be made hyperlink that would be easy for user to click and go to the link.

 

Unfortunately, this is not possible during signing. The link will be clickable in the final PDF, if it was clickable before, but it will not be clickable during the signing ceremony. David posted the right information on how to create a URL, which can be access during signing in DocuSign eSignature.

Updating the value automatically for each envelope to incorporate a dynamic link would require you to leverage the DocuSign eSignature API to create the envelope and provide the link as part of the payload.

View Original
Is this content helpful?

6 replies

Forum|alt.badge.img+15
  • Valued Contributor
  • 557 replies
  • February 23, 2024

@amit.yadav Here is a DocuSign article that guides you through creating a DocuSign text field that could be added to a DocuSign envelope onto a document to be clickable hyperlink.

https://support.docusign.com/s/articles/How-to-create-a-hyperlink-in-DocuSign


Forum|alt.badge.img+2
  • Author
  • Newcomer
  • 2 replies
  • February 23, 2024

Thanks David, but this is for static links, but in my case the link will be unique for each customer.


Forum|alt.badge.img+15
  • Valued Contributor
  • 557 replies
  • February 23, 2024

@amit.yadav I know of no other option especially if the URL is dynamic.  You could save the text field as a Custom Field, drop it and then edit the details of the URL before sending. Perhaps other ideas or options will be added by other Community members.


Forum|alt.badge.img+2
  • Author
  • Newcomer
  • 2 replies
  • February 25, 2024

David, Can I make the url clickable(hyperlink) while sending? I will get the link as text which user can copy and use. But it can be made hyperlink that would be easy for user to click and go to the link.

 


Michael.Rave
Docusign Employee
Forum|alt.badge.img+14
  • Docusign Employee
  • 927 replies
  • Answer
  • February 26, 2024
amit.yadav wrote:

David, Can I make the url clickable(hyperlink) while sending? I will get the link as text which user can copy and use. But it can be made hyperlink that would be easy for user to click and go to the link.

 

Unfortunately, this is not possible during signing. The link will be clickable in the final PDF, if it was clickable before, but it will not be clickable during the signing ceremony. David posted the right information on how to create a URL, which can be access during signing in DocuSign eSignature.

Updating the value automatically for each envelope to incorporate a dynamic link would require you to leverage the DocuSign eSignature API to create the envelope and provide the link as part of the payload.


Forum|alt.badge.img+15

Hi @amit.yadav,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | DocuSign Community Moderator   

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