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I'm trying to make DocuSign Recipient status information viewable in Salesforce. I have DocuSign status on the Quote object, and see a 'tab' for DocuSign Recipient Status but no information is displaying.

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I'm trying to make DocuSign Recipient status information viewable in Salesforce. I have DocuSign status on the Quote object, and see a 'tab' for DocuSign Recipient Status but no information is displaying.
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Best answer by Community Expert 12 April 2023, 21:27

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Userlevel 2

Hello,

Thank you for reaching out here in the DocuSign Community.

What package of DocuSign are you using in Salesforce? Is it DocuSign Apps Launcher or DocuSign for eSignature? Also, what version of the package do you have installed?

You can check the above by going to:

  1. Home in Salesforce Lightning
  2. Quick find
  3. Enter Installed Packages
  4. Look for your DocuSign package.

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!

C
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Userlevel 1
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Thank you for responding; I was able to find it under Connect; I just needed to add DocuSign Recipient Status; and now see the details on the DocuSign Status related list in Saesforce.

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