Drawloop - Adding a Completed DocuSign Envelope to Notes and Attachments / Files

  • 15 February 2022
  • 0 replies
  • 179 views

Userlevel 5
Badge +19
TOPIC
How to add/ attach a completed DocuSign envelope to an Object under Notes & Attachments /  Files.
INSTRUCTIONS

This is a DocuSign Configuration. Please see the below:
https://support.docusign.com/articles/DocuSign-for-Salesforce-Adding-Completed-Documents-to-the-Notes-and-Attachments-New

 

  1. Log in to DocuSign.
  2. Navigate to Preferences > Connect.
  3. Add Object.
  4. Select Salesforce.com Object: = "Account".
  5. Select Where | Salesforce.com Field = Account ID (id).
  6. DocuSign Field = Envelope External Opportunity.
  7. Under "Attachments" select "Attach DocuSign Documents".
  8. Select the check box "Completed envelope only".
  9. Save.
ADDITIONAL INFORMATION

0 replies

Be the first to reply!

Reply