Sometimes our reps want to follow up with a URL link with the DocuSign agreement to encourage the customer to sign. Is there any way our reps can easily access a URL for their sent documents within Salesforce?
Best answer by Community Expert
View OriginalHello,
Thank you for reaching out here in the DocuSign Community.
To clarify, are you referring to a link to open an envelope with the information from Salesforce, like in powerform? or a link to access the Salesforce information?
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
I want a URL link to the document that was sent to the client that my sales reps can include in an email as a follow-up
Hello,
Could you provide the version of the DocuSign for Salesforce that you are using?
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Hello,
We apologize for the inconvenience, but there is no information in the guides that states that this is possible to do, however, you can create a case with DocuSign Support, and a Salesforce Specialized agent will review this and provide you with a resolution.
Let us know if you need further assistance with this.
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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