Topic
How to add a completed DocuSign envelope to the Account Object under Notes & Attachments.
Instructions
- Log in to DocuSign.
- Navigate to Preferences > Connect.
- Add Object.
- Select Salesforce.com Object: = "Account".
- Select Where | Salesforce.com Field = Account ID (id).
- DocuSign Field = Envelope External Opportunity.
- Under "Attachments" select "Attach DocuSign Documents".
- Select the check box "Completed envelope only".
- Save.