Back to Docusign.com
We have a requirement to send the DocuSign reminders on behalf of other users from salesforce.
Let us know if anybody got through a similar requirement in the past.
Userlevel 3
+8
- Docusign Employee
- 261 replies
-
11 April 2024
Hi
The first thing I need to mention is all reminders will be sent using the sender's name (owner of the envelope).
There is an option to send reminders on behalf of other users. This option applies if the sender is not available and you have access to the sender's envelope box. However, if you’re the sender and would like to send a reminder using another name, it's not possible!
Everything I said above can be done directly using the Docusign platform. However, I noticed that you‘d like to do this directly through Salesforce. Theoretically it is possible, but it will certainly require customization and development.
- Community Moderator
- 675 replies
-
25 April 2024
Hello
If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Reply
Sign up
Already have an account? Login
DocuSign Community
Ask and answer questions, join groups and grow together.
Customer Login Developer LoginEnter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.