Sending reminders on behalf of another user

Question

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.

Vinicius.Rodrigues · Accepted Answer

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 reminderson 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.

nathaly.monge · Answer

Hello @Shreya Gosh,If you found the providedresponse 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!

Reply

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded