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. When a DocGen Package is run, the Full Name and Email associated with the running User's DocuSign DSProSFUsername on their Salesforce User Detail page will be referenced in the DocuSign Envelope.
Step 1: Navigate to the Drawloop DocGen Admin Tab > Configuration > Third Party Integrations > Create or Edit a DocuSign Integration:
Documentation: Third Party Integrations