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

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Create a new recipient source:

• Add new Recipient Source

  Figure	Description
  Image Modified	Add new recipient source

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• Configure the new Recipient Source

  Figure

  Description

  The Salesforce object to use as recipient Source. The field of the choosen Salesforce object that must be used as first name of the envelope recipient. The field of the choosen Salesforce object that must be used as last name of the envelope recipient. The field of the choosen Salesforce object that must be used as email of the envelope recipient. The field of the choosen 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.

  
  

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