Changes

Jump to navigation Jump to search
Line 38: Line 38:  
== 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.

Navigation menu