DocuSign eSignature for Salesforce - Why are Google Docs in Notes and Attachments not added using Send with DocuSign?

Issue

Why are Google Docs in Notes and Attachments not added using Send with DocuSign?

Cause

DocuSign eSignature for Salesforce only supports file types of Attachments and Files, if the Admin setting is enabled. These are the only document types it pulls from Salesforce.

Solution

To include the Google Doc file types (or other cloud options) in the DocuSign envelope, the documents will need to be stored as a supported Salesforce Attachments or Files type or added manually from the embedded tagger.

To manually add a document from the DocuSign tagger:
  1. After selecting Send with DocuSign, select Next.
  2. Select Actions > Edit Documents.
  3. Select Get from Cloud and select Google Drive (or whatever cloud storage option you need).
  4. Click Done. Tag the documents as usual and send your envelope.

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