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
- 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.