Activity Forums Salesforce® Discussions DocuSign Problem

  • Naman

    Member
    April 30, 2016 at 5:54 pm

    Did anyone work on DocuSign? Actually, I want to auto-populate value in a DocuSign template from salesforce.

  • Prakhar

    Member
    June 10, 2016 at 12:01 pm

    Hii Naman,

    If you want to auto-populate values from the salesforce to Docusign template then in that case you will have to configure and add the Salseforce authentication in the docusign with the correct username and password for the particular environment.

    • After doing that you will have to go on editing the docusign template and create the custom fields/ tag in docusign.
    • While creating the custom field/tags there will be a checkbox "Relate to Salesforce".
    • Check that checkbox and create the field which will be related to the Salesforce.
    • Once the field is being created, you can add the field to the template which is related to the Salesforce.

    Hope that solves your issue.

    Thanks.

     

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