I have created DocuSign button on Account detail page to send Document form Account and while selecting recipients I want to select Account related Opportunities also.
If anyone know how to meet this criteria, Please let me know, It will be really helpful to me.
Thanks In Advance.
Hello
Thank you for reaching out to the Docusign Community.
To better assist you, could you provide the current version of the Salesforce Package you are using? Docusign for Salesforce - What Version of Docusign eSignature for Salesforce Am I Using? This article provides instructions on how to view the version of Docusign for Salesforce that your Salesforce organization is using. It covers different packages including Docusign eSignature for Salesforce, Legacy Docusign eSignature for Salesforce, and Docusign for Salesforce CPQ. To obtain the managed package information, log into Salesforce as a Salesforce Administrator.
Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.
Let us know if you need further assistance.
Best regards,
Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Hi
I hope you are doing well.
I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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