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Hello Docusign/Salesforce integration admins, 

 

We have salesforce/DocuSign integration and i am a salesforce admin in my org. I set up envelope templates via DocuSign Apps Launcher on Salesforce. We have a requirement now to add Access Authentication on the envelope template level and see the available options are SMS/Phone or Access Code as in the attached screenshot 
 

 

I am looking for a way to make this configuration dynamic by pulling the phone number or access code from a field on the salesforce record, and Docusign sends that code to that client's phone number or email address automatically. 

Is anybody aware if this is possible or if there is any workaround to do this? I am asking as we are triggering sending the DocuSign envelope immediately based on updating a field on the salesforce record and we don’t like to allow the user to see any configuration or to add documents, specify recipients, and place fields before sending.

 

Thanks.  

Hi @aalamour1981,

 

Thank you for reaching out to the Docusign Community. 

It is expected from senders to complete the SMS authentication recipient details manually. Nevertheless, feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea to be reviewed by our development team for possible implementation. If you’re a Docusign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Feel free to let us know if you need further assistance with this. 

Best regards,  

Alejandro R. | Docusign Community Moderator  

  

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