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Using "Signing Groups" with Salesforce integration

P
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It doesn’t look like the “DocuSign eSignature for Salesforce” product supports creating/managing “Signing Groups”, am I right? (In that case, I’m going to have to use the APIs directly to build them, I guess.) Does it at least support selecting a (already created) signing group as a recipient of an envelope?

Best answer by Peter Bender

I was able to run through a test in the app and confirmed that I can select pre-existing signing groups as recipients in that app’s UX.

I’d still like to hear from anyone that has samples/experience/advice for generating Signing Groups from Salesforce data, such as Contacts related to Opportunities.

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P
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  • Peter BenderNewcomer
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  • February 1, 2024

I was able to run through a test in the app and confirmed that I can select pre-existing signing groups as recipients in that app’s UX.

I’d still like to hear from anyone that has samples/experience/advice for generating Signing Groups from Salesforce data, such as Contacts related to Opportunities.

C
Community Moderator
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Hi @Peter Bender,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance with this, 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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