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In Recipient Settings tab there is the list of the Salsforce objects preconfigured as recipient source.

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Add a new recipient source:

• Click the 'Add' button

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• Fill all requested fields and press 'Save' button

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• • Object: the Salesforce object to use as recipient Source.
  • First Name Field: the field of the choosen Salesforce object that must be used as first name of the envelope recipient.
  • Last Name Field: the field of the choosen Salesforce object that must be used as last name of the envelope recipient.
  • Email Field: the field of the choosen Salesforce object that must be used email of the envelope recipient.
  • Mobile phone number: the field of the choosen Salesforce object that must be used as mobile phone number of the envelope recipient.
  • Recipient Source Name: this is automatically populated with the name of the Salesforce object.