Skip to main content
Question

Document Writeback - Custom Object

  • 18 July 2024
  • 4 replies
  • 12 views

Hello Docusign/Salesforce integration users, 

As I know, When the document is completed and signed by all signers, Docusign will writeback this document to the standard related lists “Files” or “Notes and Attachments” under the salesforce record. Can this feature be customized and Docusign writebacks the completed file to another custom object or this is not supported? 

 

Thanks. 

4 replies

Userlevel 4
Badge +12

Hello @aalamour1981,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand you want to know if you can set Writeback for the completed file to another custom object.

 

To better assist you can you provide the current version of the Docusign for Salesforce that you are using?

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

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

Badge +1

Hi Christopher, 

 

We have Docusign Apps Launcher Docusign Apps Launcher (Managed) - Version Name    6.4

 

 

Userlevel 4
Badge +12

Hello @aalamour1981,

 

Thank you for reaching back, to clarify, you want to store the completed document on another record, and you also want use the information to writeback another record correct?

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

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

Userlevel 4
Badge +12

Hi @aalamour1981,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 Christopher | Docusign Community Moderator

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

Reply