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In an Envelope template why can't I add recipient dynamically from the Contact Object that it will be used from

  • November 30, 2022
  • 4 replies
  • 36 views
C
Docusign Employee
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My envelope template will be used on a Salesforce Contact layout. I want the recipeint to be dynamicallyed pulled from the contact object (both name and email) so this is somehwat automated. It gives me option to pull fro the lookup fields but not from the fields in the Contact object itself. Is there a way to do this?

Best answer by Community Expert

Hello,

You should be able to use Salesforce merge field syntax. ie. {!Contact.Email} etc, you can follow the below article.

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=srl1586134368658&topicId=wtk1625247088017.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

4 replies

C
Docusign Employee
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Hello,

Thank you for reaching out here in the DocuSign Community.

Could you provide the version of the DocuSign package that you are using?

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C
Docusign Employee
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Hi Chris,

We are using version 4.5.1 in our sandbox

C
Docusign Employee
Forum|alt.badge.img
  • Community ExpertDocusign Employee
  • Docusign Employee
  • Answer
  • November 30, 2022

Hello,

You should be able to use Salesforce merge field syntax. ie. {!Contact.Email} etc, you can follow the below article.

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=srl1586134368658&topicId=wtk1625247088017.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C
Docusign Employee
Forum|alt.badge.img

Thank you! That worked!!!

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