Following guide provides a thorough walkthrough on navigating the recipient settings within SalesForce. It outlines the process of locating recipients based on fields such as first name and last name. Furthermore, it elucidates the steps for creating a new recipient source and offers detailed instructions on configuring the newly created recipient source to suit your preferences.

Recipient Settings

In Recipient Settings tab there is the list of the SalsForce objects preconfigured as recipient source:

Create a new recipient source

Please see the next figure which shows how to add a new Recipient Source:

Figure	Description
	Add new recipient source button

Configuration the Recipient Source

See the next figure for how to configure the new Recipient Source:

Figure

Description

The Salesforce object to use as recipient Source. The field of the chosen Salesforce object that must be used as first name of the envelope recipient. The field of the chosen Salesforce object that must be used as last name of the envelope recipient. The field of the chosen Salesforce object that must be used as email of the envelope recipient. The field of the chosen Salesforce object that must be used as mobile phone number of the envelope recipient. This is automatically populated with the name of the Salesforce object. Save Button