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

Question asked by iwolff on Feb 2, 2018



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!