Separate Users and Contacts

Question

With DAL when sending a contract to the customer, the User and Contact within Salesforce are merged into a single search field. Is there a way to separate User records with Contact records similar to DFS?

Ma.Cubio · Answer

Hello ​@ashwinvegadThank you for reaching out, and welcome to the Docusign Community!In Docusign Apps Launcher (DAL), the From Salesforce > Users/Contacts recipient search combines Salesforce User and Contact records. At this time, DAL does not provide an option to separate or filter User records from Contact records as was available in the legacy DFS experience.As an alternative, you may use Lookup Fields or Related Lists when the recipient can be selected from a Salesforce field or relationship.For more information, please see our article on adding recipients in Docusign eSignature for Salesforce: Add RecipientsIf you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!Sincerely,Ma. Cassandra | Docusign Community ModeratorIf this helped, feel free to Like👍and click "Best Answer"

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