DocuSign integration: Difference between revisions

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== Envelope ID ==
== 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.
In DocuSign, an envelope is a container for documents that have to be signed.<sup>[https://support.docusign.com/en/articles/000045001 1]</sup> We store the envelope ID with the target entity record. If the target entity (for example, work order/appointment/questionnaire) 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.
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.

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