CODEWITHSUNDEEP
salesforcedocusignapidocusignconnect
user16235455
user16235455

Reputation: 11

DocuSign automatic anchor tags are not displaying in Conga Composer Templates

I am in the process of integrating Conga Composer with DocuSign for Salesforce. I have created a new Conga Composer template and have placed the \s1\ DocuSign anchor tag for where I need recipients to sign. After selecting the template in Conga Composer and clicking the 'Download & DocuSign' button, my document successfully gets sent to a new DocuSign envelope, but the document does not have the E signature field for a user to click in order to sign. Is there anything else I need to do when setting up docusign anchor templates for conga composer?Here are my role settings

DocuSign/Conga Button:

/apex/APXTConga4__Conga_Composer?SolMgr=1
&serverUrl={!API.Partner_Server_URL_370}
&Id={!WTM_Associate__c.Id}

&QueryId=[NotificationQuery]a1G8000000FkZNo

&SC0=1
&TemplateId=a1O760000008d7WEAQ
&DocuSignVisible=1
&DocuSignR1ID={!WTM_Associate__c.ContactId__c}
&DocuSignR1Type=Signer
&DocuSignR1Role=Signer+1
&SC1=SalesforceFile

Upvotes: 0

Views: 758

Answers (1)

Inbar Gazit
Inbar Gazit

Reputation: 14050

  1. Confirm document has the \s1\ text in it
  2. Confirm template was created with the correct role names. Case sensitive!
  3. Confirm population scope for anchor tags is set correctly (envelope level)

I suggest you try to use the template without Conga/Salesforce. Directly from DocuSign web app. See if this works. This will eliminate any integration related issues and you can figure out where the problem is.

Upvotes: 0

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