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Use Case:

We send out “application” forms from our Contact record in Salesforce. The document attached to the envelope is a tagged template, to be completed by the recipient. With Connect we are populating the form fields back into the Contact record in Salesforce, and the completed document is attached to the record as a Content File. We have a custom field on Content File which is used to categorize attachments that is currently maintained manually after the document is attached. 

 

Question:

Is it possible to populate the custom field on the Content File record that is created when the envelope documents are attached back into Salesforce?  Where would we set up the custom field value as it would be different for each document we send out for completion. 

Hello @pillsnberries ,

Welcome to the Docusign Community and thank you for posting your concerns!

What Docusign package and version are you using? To see this, please go to Home > Quick finds > Installed packages.

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!


Hello @pillsnberries ,

Are you able to provide the information that I previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue.


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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