Dynamically add Recipients to an Envelope at Send Time

Question

I am implementing DocuSign with Salesforce for a customer. We will use DocuSign on the Contract object in Salesforce. I would like to be able to create custom object that would have a lookup to Contract so that I could dynamically add as many signers as I want to this child custom object. I would add a Contract lookup onto this custom object. I wanted to use the ‘Related Lists’ feature when I am on the ‘Add Recipient’ screen when setting up my template. But it seems like that only supports a very limited number of related objects…

Salesforce / DocuSign Apps launcher - I need to add a recipient from a related list of a Custom Object in Document Envelope template. | Community

Is there a best way to do this dynamically? The client really does not know the maximum number of potential signers for a given Contract/Envelope. I do not want to have to add 20-30 lookup fields to Contact on the Contract object.

Is there a best practice way to do this?

I am very comfortable with Flows/Apex if a solution would involve using those within Salesforce.

Jenny.Martin · Accepted Answer

Hello ​@TerryLuschen,Welcome to the Docusign Community! It's great to have you here. I understand your request for custom-related lists within Docusign eSignature for Salesforce (DAL).Currently, DAL only supports the following standard-related list types:ContactsLeadsUsersOpportunityContactRolesCaseContactRolesWe are tracking a related feature request for this under Enhancement: DFS-14952 (Title: "User is seeking the ability to create and use custom related lists with DocuSign Envelope Templates to add as recipients to envelopes").In the meantime, you can build a custom solution using the DAL Apex Toolkit. Specifically, the RecipientService class contains the necessary methods to get, add, or remove recipients from envelopes. You can review the documentation here: Apex Toolkit Overview.However, if you need technical guidance on implementing the Apex Toolkit, I recommend opening a case with Developer Support.But if you need hands-on help with implementation, you can purchase additional support from our Professional Services team.Let us know if you have any further questions.Best Regards,Jenny | Docusign Community ModeratorIf this helped,like 👍and mark it as “Best Answer”

TerryLuschen · Answer

I marked the one above best answer. I wish there was a way through the standard UI/Wizard to pull in a Related List like I am describing. But we will be able to build a solid solution around what we have available. Thanks!!

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