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

Question

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?

Community Expert · Accepted Answer

Hello,Youshould 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=enusLet 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.

Community Member · Answer

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.

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