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Allow Salesforce .com Users to Resend an Envelope within Salesforce .com
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01-13-2012 01:45 PM
Is it possible to resend an agreement within SFDC? I find I have to go to the DocuSign application and "Correct" the envelope in order to resend it.
If this is possible, can anyone then resend the agreement in SFDC?
Currently I am the only one can resend an agreement and my sales reps complain that they have to go through me for it to be sent.
Thank you
Re: Allow Salesforce .com Users to Resend an Envelope within Salesforce .com
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01-18-2012 02:58 PM
Hello,
You are resending correctly through the DocuSign Console. If the other sales reps are also DocuSign for Salesforce Users you can set up Sharing and they would then have access to act on envelopes that they were not the original Sender. To enable Sharing for Users from the DocuSign Console > Preferences > Users > Select a User that someone would need access to > Open > Sharing Tab > Check the users who will be able to see and act on this user's folders.
We hope this has been helpful.
Best Regards,
Re: Allow Salesforce .com Users to Resend an Envelope within Salesforce .com
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01-18-2012 03:01 PM
So is the answer to the question "Can I resend an envelope through SFDC?" 'NO'?
Thank you
Patti
Re: Allow Salesforce .com Users to Resend an Envelope within Salesforce .com
[ Edited ]
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01-18-2012 03:05 PM - last edited on 01-18-2012 03:06 PM
Hello,
I apologize for not being clear, to Resend you will need to go through the DocuSign Console. Resend is not an option available in Salesforce.
Best Regards
