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== Envelope ID == | == Envelope 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 | 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 can store the envelope ID with the target entity record. If the target entity (for example, work order, appointment, or 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. |