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DocuSign integration: Difference between revisions
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* If no such fields are found, the possible signers are the people who were the last to modify, own, or create the record. | * If no such fields are found, the possible signers are the people who were the last to modify, own, or create the record. | ||
In other words, if there are lookup fields on the | In other words, if there are lookup fields on the report's source entity pointing to User, Contact, or Account entity that contain the phrase “signer” in their name, Resco extracts and prefills the Name, Surname, and Email from the related record. If such lookups don’t exist, Resco tries to prefill the values from OwnerId, ModifiedBy, or CreatedBy. | ||
You can also change the prefilled signers if needed, remove them, or even add more signers, just like for any other PDF document. | You can also change the prefilled signers if needed, remove them, or even add more signers, just like for any other PDF document. | ||