DS eSignature Template Field Update in Salesforce

Question

Hello,

We are using DS eSignature with Salesforce with the DAL and we configured templates for Sales users to generate contract via eSign Salesforce merge fields and send for signature. Once sent and signed, some statuses of the Quote update.

We noticed it’s the sender of the contract (the Sales then) who is the person captured to update the Salesforce field. It means we need to give specific permissions to them which is not ideal. Can we have the integration user to update the status as it is with CLM?

Thank you

nathaly.monge · Answer

Hello @Pauline,Welcome to the Docusign Community and thank you for posting your concerns!My apologies but I did not quite understand what you are trying to accomplish, can you provide more detail?, maybe a screenshot?Let us know if you need further assistance with this.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

DS eSignature Template Field Update in Salesforce

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