DocuSign

DocuSign is an electronic signature platform that helps businesses send, sign, and manage documents digitally.

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docusign.com

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How to exclude custom fields from webhook payloads in DocuSign

Here is how to exclude custom fields from webhook payloads in docusign

First click on the "Admin" link in the top navigation menu
Then scroll down the page to view more content
Next click on the "Connect" option in the left sidebar under the INTEGRATIONS section
Then click on the "Actions" dropdown button next to a custom configuration in the configurations table
Next select the "Edit" option from the Actions dropdown menu
Then scroll down the page to view the Trigger Events section
Next click on the "Envelope and Recipients" dropdown to expand it
Then scroll down further to view the "Include Data" section
Next uncheck the "Custom Fields" checkbox to disable Templates in the payload
Then scroll down to the bottom of the page to view the save button
Finally click on the "Save Configuration" button at the bottom of the page

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Why should you exclude custom fields from webhook payloads in DocuSign

DocuSign streamlines electronic agreements with ease and security.

Excluding custom fields from webhook payloads in DocuSign is a powerful feature that enhances flexibility and control over data transmission. This functionality allows users to tailor the data sent via webhooks, ensuring only relevant information is shared.

By excluding unnecessary custom fields, businesses can optimize data processing and improve security, preventing sensitive data from being inadvertently exposed.

This targeted approach in data handling ensures better system performance and streamlined operations, ultimately enhancing the overall efficiency of business workflows.

Last update

February 14, 2026

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