QUESTION
What are the types of DocuSign specified recipients?ANSWER
- User Selected Contact: The recipient is selected by the user running the DDP at the time the DDP is being ran.
- Current User: The recipient is the user running the DDP.
- Selected Contact: The recipient is a contact selected when the delivery option is created. This cannot be edited when the DDP is ran.
- Selected User: The recipient is a user selected when the delivery option is created. This cannot be edited when the DDP is ran.
- User Lookup: The recipient is a user set up when the delivery option is created. This is editable by the user running the DDP when they select the DDP and delivery option to run.
- Contact Lookup: The recipient is a contact set up when the delivery option is created. This is editable by the user running the DDP when they select the DDP and delivery option to run.
- Static Name-Email: The recipient is not a user or contact in Salesforce. The recipient is hard coded in the delivery option and cannot be edited when the DDP is ran.
- User Selected Name-Email: The recipient is not a user or contact in Salesforce. The recipient is selected when the delivery option is created but can be edited by the user running the DDP when they select the DDP and delivery option.
- Dynamic Name-Email: The recipient will be a contact listed in a look up field on the record. This will dynamically change per record.
- Roles or Groups: The recipients will be those in the selected Role or Group.
- Object Owner: The recipient will be the owner of the record.
- Object Creator: The recipient will be the created of the record.
- Current User's Manager: The recipient will be the manager of the user running the DDP.
