How do we send for signature via FAX using salesforce integration

Question

We currently have DocuSign and we also have the Salesforce app installed so that we can send contract directly from within salesforce. I have a question i am struggling to get answered.

I understand there is a 'Fax Documents for Signature' feature -

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gav1643676262430&topicId=nry1578456314231.html&_LANG=enus

But what i need to know is can we use this through the salesforce integration? The documentation points to how to change from email to fax when you are sending the envelope from the website login. Whereas in salesforce we have a 'Send with Docusign' button, do we have the option to select if we want this to be emailed or faxed?

nathaly.monge · Answer

Hello ​@Ladykb,Welcome to the Docusign Community and thank you for posting your concerns!Unfortunately, fax delivery doesn’t work with the salesforce integration. However, there are workarounds, but the fax number needs to be hard-coded in the linked server template. The sender (in this case yourself)can’t provide it, nor can it be dynamically applied,we don't recommend using it with salesforce.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!

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