How do I add DocuSign to Salesforce?
The selected users are now able to send DocuSign documents via Salesforce….From the DocuSign Admin tab in Salesforce:
- Log into your Salesforce account.
- Select the DocuSign Admin tab.
- Click the Users sub tab.
- Select the checkbox next to the appropriate user(s) Full Name.
How do I install DocuSign in Salesforce Sandbox?
Goto AppExchange in salesforce environment. Then search DocuSign in AppExchange and click Get it Now. Then click login to the AppExchange and then select the option according to your salesforce environment if you using sandbox then click Install in the sandbox or otherwise click Install in Production.
How do I enable DocuSign?
In your zipForm Plus account, click the drop-down arrow by your name and select Profile. In the left pane, select Settings. Under E-Signature Options, select DocuSign and enter your DocuSign email address and password. Click Save.
How do I void a DocuSign document in Salesforce?
Find and select the In Process envelope you want to void. Click Actions and then select Void.
How to create a DocuSign record in Salesforce?
Use DocuSign Connect for Salesforce Configuration to create or update a record in Salesforce using a specific field in an Envelope. In this example, we’ll be using the Signer’s email address to first search for the record in Salesforce, then if that record doesn’t exist, DocuSign Connect for Salesforce Configuration will create it.
What does recipient secure field mean in DocuSign?
(Clarification: A “Recipient Secure Field” is a “text box” in DocuSign.) If Add If No Match is not selected, then no new records will be created when no matching records are found.
How to create a powerform in Salesforce connect?
Step by Step Instructions 1 In Salesforce, find the name of a field in Salesforce that is on an Object that you want data to publish to. 2 In DocuSign, create a DocuSign Template. Add a Text field to the Document. 3 Create a PowerForm from the DocuSign Template. 4 Create a Custom Object in the DocuSign Connect for Salesforce Configuration.