Our use case requires team members to be able to send an envelope from a colleagues opportunity without the need of teams / changing owners.
The envelopes can be sent without issue, however the field update fails. We are not wanting to grant Opp Teams or complex sharing rules.
I am assuming there is a custom setting we can invoke to bypass this? As the package appears to be using user record access rather than a system permission to update the fields.
Anyone found a way around this?
Hello,
Thank you for reaching out here in the DocuSign Community.
I apologize for the inconvenience, but could you provide the current version of the DocuSign for Salesforce package that you are using?
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
DocuSign 3.5
Hello,
Is this the DocuSign Apps Launcher or the legacy DocuSign for Salesforce?
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Hi.
Apps Launcher
Hello,
Is it feasible for you to review the possibility to update your DocuSign Package? the current version is over 5.1.
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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