Sending reminders on behalf of another user

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We have a requirement to send the DocuSign reminders on behalf of other users from salesforce.

Let us know if anybody got through a similar requirement in the past.

eSignature

Vinicius.RodriguesAnswer

Docusign Employee

Hi @Shreya Gosh !

The first thing I need to mention is all reminders will be sent using the sender's name (owner of the envelope).

There is an option to send reminders on behalf of other users. This option applies if the sender is not available and you have access to the sender's envelope box. However, if you’re the sender and would like to send a reminder using another name, it's not possible!

Everything I said above can be done directly using the Docusign platform. However, I noticed that you‘d like to do this directly through Salesforce. Theoretically it is possible, but it will certainly require customization and development.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Vinicius.Rodrigues

Answer

Docusign Employee

Hi @Shreya Gosh !

The first thing I need to mention is all reminders will be sent using the sender's name (owner of the envelope).

There is an option to send reminders on behalf of other users. This option applies if the sender is not available and you have access to the sender's envelope box. However, if you’re the sender and would like to send a reminder using another name, it's not possible!

Everything I said above can be done directly using the Docusign platform. However, I noticed that you‘d like to do this directly through Salesforce. Theoretically it is possible, but it will certainly require customization and development.

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"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

N

nathaly.monge

Docusign Employee

Hello @Shreya Gosh ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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