Activity Forums Salesforce® Discussions Docusign Salesforce Integration - Issue while creating a template in Docusign

  • Docusign Salesforce Integration - Issue while creating a template in Docusign

    Posted by Prakhar on April 27, 2016 at 8:04 AM

    There is an issue while creating a template in Docusign. I have added a document in Docusign and added a custom tags on the document which would be related to Salesforce fields. All this goes fine, the problem that I am facing is while creating a template or editing it, this asks for the associated email. That means the particular template with the custom tags is associated with that particular email contact only.

    I want this process to be dynamic such that whosoever is the receiver of the document would receive an document with the custom tags associated with it.

    Thanks.

    Prakhar replied 10 years ago 1 Member · 0 Replies
  • 0 Replies

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos

Popular Salesforce Infographics