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Ab Using checkbox and text in docusign
Hello,
With docusign we can ofcourse do a signature, but are there other elements that a user can dodirectl on docusign.
like wirte his name, chekc box before sgning.
If yes, how is it implemented ?
With docusign we can ofcourse do a signature, but are there other elements that a user can dodirectl on docusign.
like wirte his name, chekc box before sgning.
If yes, how is it implemented ?
Greetings to you!
You can use automatic anchor text to place DocuSign custom fields in documents. First, create a Custom Field on the desired Salesforce object to capture incoming information. Second, create Custom Tags through the DocuSign Admin Tab in DocuSign for Salesforce. Finally, they will need to enable a custom tag to write back to Salesforce by selecting the “Relate Field to Salesforce” checkbox.
Please refer to the below links which might help you further with the above requirement.
https://support.docusign.com/guides/dfs-admin-guide-use-automatic-anchor-text-with-custom-tags
https://statera.com/blog/2019/03/07/docusign-for-salesforce-beyond-the-signature/
https://docs.docusign.com/supportdocs/dfs-admin-guide/Content/admin-guide/custom-tags.htm
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas