You can configure the document to automatically load information directly from the ticket, making it easier to fill out.
For example, if the document requires the category and city, you can link this information by entering the corresponding Zendesk field name into the reference field of the template (in DocuSign).
For this integration to work correctly, the fields in the template must have exactly the same naming as the fields configured in the ticket form.
This correspondence ensures that the information is filled in automatically and accurately.
Additionally, you can link all the following information to the DocuSign templates:
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