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  • 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 8 years, 7 months ago 1 Member · 0 Replies
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