We use the Legacy DocuSign for Salesforce app in conjunction with DocuSign Connect to push data from our signed forms back to our Salesforce org. One of our Users recently realized she was not set up as a DocuSign Connect Associated User, meaning that all the eSignature forms she sent went out with no issues but never wrote any data back to Salesforce.
Is there any way to re-process these envelopes so that we don't have to manually go through and enter all the relevant data?
Hi Zgolberg,
Welcome to the DocuSign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I am sorry to hear that your Salesforce user was not included in your Connect configuration, but I will help clarify your question regarding their envelope’s data.
DocuSign Connect notification’s are automatically related to a Salesforce record and Envelope ID.
Due to this reason, you can’t manually create the Connect notification needed in order to push your envelope’s data into your Salesfroce record. Nevertheless, feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea to be reviewed by our development team for possible implementation. If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | Docusign Community Moderator
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