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DocuSign integration: Difference between revisions
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→Envelope ID
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After successfully signing, you will be redirected back to the application. The newly added signature(s) is now a part of the PDF file. | After successfully signing, you will be redirected back to the application. The newly added signature(s) is now a part of the PDF file. | ||
== Envelope ID == | |||
In DocuSign, an envelope is a container for documents that you send to a recipient to sign.<sup>[https://support.docusign.com/en/articles/000045001 1]</sup> We store the envelope ID with the target entity record. If the target entity (Note/File/Attachment) contains a field containing the text "DocuSignEnvelopeID" (case-insensitive), it is automatically filled with DocuSign envelope server ID. | |||
The ID can serve as a direct link between the CRM document and DocuSign Inbox. It can be used as an indicator that a document was signed. It allows further workflows like forcing documents to be signed before the entity is saved. | |||
== Configuring report templates == | == Configuring report templates == | ||