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Is it possible to have a copy of signed document in the Files related list in Salesforce.

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Docusign Employee
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Is it possible to have a copy of signed document in the Files related list in Salesforce.

Best answer by Community Expert

I believe this is setup in the DocuSign for Salesforce Connect options...

https://support.docusign.com/en/guides/DocuSign-for-Salesforce-v7-Administrator-Guide

Specifically they review the settings on pages 175 and 176. You may need to engage a DocuSign Admin and Salesforce Admin to get these changes enabled.

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C
Docusign Employee
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  • Community ExpertDocusign Employee
  • Docusign Employee
  • 1935 replies
  • Answer
  • January 17, 2019

I believe this is setup in the DocuSign for Salesforce Connect options...

https://support.docusign.com/en/guides/DocuSign-for-Salesforce-v7-Administrator-Guide

Specifically they review the settings on pages 175 and 176. You may need to engage a DocuSign Admin and Salesforce Admin to get these changes enabled.

C
Docusign Employee
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I already tried the steps in the article "DocuSign for Salesforce - Adding Completed Documents to the Notes and Attachments" but still no luck. I'm not sure what I'm missing.

https://support.docusign.com/articles/DocuSign-for-Salesforce-Adding-Completed-Documents-to-the-Notes-and-Attachments-New

C
Docusign Employee
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At this point, I would suggest a DocuSign Support case and they can troubleshoot to resolve. The issue I have is access to environments, where DocuSign Support can always go through a WebEx to make sure steps were completed, permissions are correct, etc.

C
Docusign Employee
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Thanks that is what I did since I can't determine what I'm missing or what I did wrong with the configuration. Have a great day!

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