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Re: End User to select a specific date instead of ...
@Yes You can do this with a 'Form' type Document Package. You can create a form field on the package for the date value. User's would popula...
- By DocFather_Ray
- January 13, 2020 07:33
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Re: Salesforce Relationship WHERE clause
@Yes Can you past the SOQL query you have at the moment so we can review it?
- By DocFather_Ray
- January 13, 2020 07:29
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Re: Schedule DocuSign Envelopes?
@kxiong Drawloop can be scheduled to send documents. Including e-signature as a delivery. However, I believe this is an add-on capabi...
- By DocFather_Ray
- May 28, 2019 09:29
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Re: Pull Contact details from Multiple Recipients ...
@kxiong You will likely want to setup custom reliationships with alias' to each of the contacts/users for your DocuSign recipients. That way...
- By DocFather_Ray
- May 28, 2019 09:25
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Re: Account Owner Tag Not Pulling in Owner but rat...
@jeffreysbonik When you run our app. Are you using the URL button or the lightning component? Can you send a screen shot?
- By DocFather_Ray
- May 24, 2019 10:05
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Latest Posts
Comparing Drawloop Document Automation with Salesf...
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