Add Access Authentication to the Envelope Template via Docusign Apps Launcher on salesforce

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.

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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

"Select as Best" below if you find the answer a valid solution to your issue!

Hi @aalamour1981,

I hope you are doing well.

I would like to confirm if the suggested solution answers your question?

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

Hi @aalamour1981,

You are able to create a custom formula field for a custom access code and insert this into the access code. For example, we create a custom access code that is the clients birth year and last 3 digits of their postal code. You can input the custom field into the envelope template the same way you have assigned the Name & email for the role.

When the client opens the package, they will need to enter the access code. We have included a description in the envelope message that notifies the client of the information needed, and haven't had any problems.

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