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- Configure the info to automatically retrieve eSAW recipient from Salesforce Objects (note that Contact, Lead and User are preconfigured) -See also the Recipient Settings.
- Configure your eSAW instance to enable the signing of envelopes directly from the connector - See also the Host Sign Configuration.
- Configure "Send for Signature" action in SalesForce object that you want to use as starting point to send envelopes - See also the Sending Envelope From Parent Record Configuration.
Overview
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