Reproduction steps:I create an envelope template where I add two recipients: a "master record" and the lead owner. I add a button on the lead page layout that invokes this template... let's call this button "Send Docusign"I find a lead (let's call it "John Doe") and click on "Send Docusign" The envelope wizard pops up and I review the doc before sending itI'm expecting the lead, "John Doe", to be one of the recipients (as the master record), but this recipient is not added automatically. The lead owner is indeed part of the recipients.How do I add the relevant lead to the template automatically? It doesn't make sense that I have to search for the lead when I click on "Send Docusign".

SOLVEDI could never get "Master Record" to work the way I assumed it would. However, "By Role" will work by applying the right merge field syntax. Quick solution: Select the "By Role" option and give the Role a name (ex: "Signer 1")Click "Add Name and Email" and use {!Lead.Name} and {!Lead.Email}. I tested this on Leads and Contacts. Worked as expected. For more details you can review the DocuSign eSignature for Salesforce Admin Guide. Search the doc for "Use Merge Fields" to find the material (its location varies in each release due to content updates).

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I'd like to send an envelope to a lead record, how do I add the relevant lead as a recipient?

Forum|Forum|5 years ago
March 15, 2021
11 replies
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Reproduction steps:

I create an envelope template where I add two recipients: a "master record" and the lead owner.
I add a button on the lead page layout that invokes this template... let's call this button "Send Docusign"
I find a lead (let's call it "John Doe") and click on "Send Docusign"
The envelope wizard pops up and I review the doc before sending it

I'm expecting the lead, "John Doe", to be one of the recipients (as the master record), but this recipient is not added automatically. The lead owner is indeed part of the recipients.

How do I add the relevant lead to the template automatically? It doesn't make sense that I have to search for the lead when I click on "Send Docusign".

Salesforce

Best answer by Community Expert

SOLVED

I could never get "Master Record" to work the way I assumed it would. However, "By Role" will work by applying the right merge field syntax.

Quick solution:

Select the "By Role" option and give the Role a name (ex: "Signer 1")
Click "Add Name and Email" and use {!Lead.Name} and {!Lead.Email}.

I tested this on Leads and Contacts. Worked as expected. For more details you can review the DocuSign eSignature for Salesforce Admin Guide. Search the doc for "Use Merge Fields" to find the material (its location varies in each release due to content updates).

C

Community Member

Legacy User

Check out the support site and look for custom buttons that will allow you to do more with the button. The standard setup just triggers the pop up.

C

Community Member

Legacy User

were you ever able to solve this?

C

Community Member

Legacy User

Is there any solution?

C

Community Expert

Answer

Docusign Employee

SOLVED

I could never get "Master Record" to work the way I assumed it would. However, "By Role" will work by applying the right merge field syntax.

Quick solution:

Select the "By Role" option and give the Role a name (ex: "Signer 1")
Click "Add Name and Email" and use {!Lead.Name} and {!Lead.Email}.

I tested this on Leads and Contacts. Worked as expected. For more details you can review the DocuSign eSignature for Salesforce Admin Guide. Search the doc for "Use Merge Fields" to find the material (its location varies in each release due to content updates).

C

Community Member

Legacy User

Screen Shot 2021-09-20 at 10.54.51 AM I followed the above solution and get the error message. please see the attachment. Any idea? Thanks,