DocuSign Configuration Update:
When upgrading the ‘DocuSign Salesforce App’ to a version 7.0 +, the integration with Drawloop DocGen has changed. To support the changes, we have created the Integration option below, “Send On Behalf Of”.
**This is supported in Drawloop versions 15.1.2 and above. Upgrading Drawloop may be required in your environment
Send On Behalf Of (SOBO):
This configuration is storing an authorization connection to a specified DocuSign account. Then when a Document Package is run, the ‘Full Name’ and ‘Email’ associated with the Users DocuSign ‘DSProSFUsername’ on their ‘Salesforce User Detail’ page will be referenced in the DocuSign Envelope and email.
Step 1: Navigate to the Drawloop DocGen Admin Tab > Configuration > Third Party Integrations > Create or Edit a DocuSign Integration: