Adding a Completed DocuSign Envelope to the Account Object

TOPIC
How to add a completed DocuSign envelope to the Account Object under Notes & Attachments.
INSTRUCTIONS
  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
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Version history
Revision #:
2 of 2
Last update:
‎02-04-2021 08:07 AM
Updated by:
 
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