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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?

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.

Hi Chris,

We are using version 4.5.1 in our sandbox

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.

Thank you! That worked!!!

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