cancel
Showing results for 
Search instead for 
Did you mean: 
Workflow Hero

How to set up DocGen so I can *edit* DocuSign envelope before sending? (Lightning)

Hello,

Does anyone know how I can set up a document package so DocGen creates a DocuSign envelope but does not send it?

When I enable "Signing Preview and Edit" in the Delivery Option configuration, the Delivery Option no longer shows up in the Lightning component. I know that this works in Classic in theory (in practice, DocuSign is displayed in a frame with a height of perhaps 100px, which makes it unusable) but we are using Lightning.

We would like to be able to review and further edit envelopes before they go out. For example, to add relevant files for the review of internal approvers and configure document visibility.

Thank you in advance!

Immanuel

0 Kudos
Reply