Template Configurations

Use Conditional Logic in Gen Templates
How-to for using the Gen UI to insert conditional "Match" and "Does Not Match" logic into Gen Data Tags.
Import Data for Gen
How-to for importing data to your Salesforce org that can then be used to create Gen templates.
Gen Word Template XML Cheat Sheet
How-to for using XPath and other tricks to customize Word-based DocuSign Gen templates.
Gen Troubleshooting Guide
Administrator's guide to troubleshooting issues with Gen and Gen template configurations.
Gen Template Advanced Options: Agreement Cloud Editor
How-to for using advanced tools when creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface, using the Agreement Cloud Editor tool.
SOQL-Based Gen Table Filtering and Sorting
How-to for using Salesforce SOQL to sort and filter table data in DocuSign Gen templates.
Gen: Conditional Document Generation Using Document Rules
How-to for using Document Rules in Gen templates to automatically apply the correct template, based on Salesforce fields. For instance, Gen templates that have ve...
Edit a Gen Template
How-to for editing existing DocuSign Gen templates in the DocuSign Apps Launcher admin interface.
Create a Gen Template with Microsoft Word
How-to for creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface.
Create a Gen Template with Agreement Cloud Editor
How-to for creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface, using the Agreement Cloud Editor tool.
Clone a Gen Template
How-to for using the Clone feature to copy existing Gen templates to be modified and repurposed for new use cases.
DocuSign Gen for Salesforce Admin Guide (PDF)
This guide shows you how to install and set up DocuSign Gen for Salesforce.
Create a Quote Template Record
How-to for creating a quote template record.
Add Quote-Related Lists to Page Layouts
How-to for adding DocuSign quote-related lists to a Salesforce page layout.
Add Autoplace to Quote Template
How-to for adding DocuSign auto-place fields to a Salesforce quote template.
Assign DEC to CPQ Templates
How-to for adding DocuSign Envelope Configurations to Salesforce quote templates.
DocuSign CLM Document Generation Form Field Descriptions
Form fields allow admins to configure CLM document generation forms. Form fields capture data in document templates and allow your users to generate contracts and...
DocuSign CLM Document Generation
Document Generation is the primary tool for generating new documents or uploading existing documents to launch new workflows.
DocuSign CLM - Document Generation Form Field Types
With Document Generation Forms, you can generate rich online forms to capture and combine data from the user and external systems like Salesforce to generate a ne...
DocuSign CLM - Auto-Save and Recover for Forms
DocuSign CLM auto-saves Document Generation forms every 60 seconds so you can return to in-progress changes later.
DocuSign CLM - Document Generation Forms
Document Generation Forms allow Super Administrators to organize the fields users need to complete Word merge templates. The fields on these forms capture data fr...
DocuSign CLM - Document Generation Form Conditions
Setting Document Generation Form Conditions will allow you to selectively merge fields based on Salesforce data before the form loads or dynamically merged based ...
DocuSign CLM - Document Generation Filters
Document Generation filters help users locate and more intelligently select the correct template to use when working with a Document Generation form. Filters can ...
Create a DocuSign CLM Word Merge Template
A Word Template consists of content, layout, styles, and content controls. Common template documents are NDA's, SOW's, MSA's.
Create a Word Merge Template - DocuSign CLM
A Word Template consists of content, layout, styles, and content controls. Common template documents are NDAs, SOWs, MSAs.
DocuSign CLM: Support Word Template Merge Tags
Inline merge tags are the tags DocuSign CLM uses for merge templates, since they are the simplest and most flexible to use
Create Template Configurations - DocuSign Gen for Salesforce
You can create a template configuration in DocuSign Gen from scratch, or you can modify an existing template configuration to create a configuration with similar ...
DocuSign Gen for Salesforce User Guide (PDF)
DocuSign Gen for Salesforce lets you generate one or more documents in Salesforce with one click using template configurations that have been set up by your Gen a...
Import Merge Fields into DocuSign Gen for Salesforce
You can import merge fields into DocuSign Gen for Salesforce from any of your DocuSign templates that already contain Salesforce merge fields.