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What is writeback and merge field in DocuSign Salesforce app?
What is writeback and merge field in DocuSign salesforce app?
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2 Replies
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Hi Deepak,
If information needs to be pulled from Salesforce and put into a DocuSign Envelope, Merge fields can be used to pull from Salesforce fields directly. Writeback can be used to push information back to Salesforce fields.
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Hi,
Merge Fields-
If information needs to be pulled from Salesforce and put into a DocuSign Envelope, Merge fields can be used to pull from Salesforce fields directly. Writeback can be used to push information back to Salesforce fields.DocuSign Merge Field options:
1.Allow Writeback to Salesforce: Only available when Relate to Salesforce is selected. Select this check box to automatically update the Salesforce data when the data is changed by a signer.
2.Allow sender to edit custom fields: Only available when Relate to Salesforce is selected. Select this check box to let senders modify the value of the custom tag when the tag is added to a document during the sending process.Thanks.
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