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Upload of signed documents to multiple records/objects in Salesforce?

  • 23 February 2023
  • 4 replies
  • 31 views
C
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Hello

Is it possible to have the signed documents uploaded automatically to additional objects/records and not only to the object/record which is the source for the document/envelope?

E.g. the document/envelope is triggered from the opportunity record; once signed/completed the signed documents gets uploaded/attached to the opportunity record automatically;

is it possible that the signed documents also get uploaded/attached to the account record automatically? can this be configured?

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Best answer by Community Expert 24 February 2023, 21:25

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4 replies

C
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Userlevel 2

Hello,

Thank you for reaching out here in the DocuSign Community.

What Salesforce Package are you using? (DocuSign for eSignature or DocuSign Apps launcher) And what version are you using?

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 2

Hello We are using DAL - DocGen and eSignature. Kind regards 

C
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Userlevel 1
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Hello,

Thank you for reaching back.

Currently, DocuSign Apps Launcher only supports write back to the source object. If you need documents on another object, it would require some customization/development to move the file.

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 2

Thank you 

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