How do I find the Folder ID of folder connected to DocuSign CLM from inside of Salesforce on the object?

Question

I there a way to see the Folder ID that is connected to a Salesforce Object for DocuSign CLM?

Kelly.Gatling · Answer

Hi @L.Lawson! Welcome to the Docusign Community!

By default, you cannot see the CLM Folder Id on the Salesforce object. Using a workflow, you could use the ‘Update Salesforce’ workflow step to push the CLM folder Id back into a custom field on the Salesforce record and it will remain visible there.

Also, so you are aware (not sure if it helps), you can enable Folder Attributes inside of CLM which will allow you to see the Salesforce Object Id and Salesforce Object Type inside of CLM.

To enable folder attributes:

In CLM, go to Admin < Document & Folder Settings < Enable Folder Attributes = True < Save
Select a folder and go up to Manage < Attributes to see the Object Id and Object Type.

This is what you will see in CLM:

Hope this provides some guidance to get you moving forward!
Kelly

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