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

Figure
Description

  1. Recipient Settings tab
  2. Configurated recipient sources


Create a new recipient source:

  • Add new Recipient Source

Figure
Description


  1. Add new recipient source button 

  • Configure the new Recipient Source

    Figure
    Description


    1. The Salesforce object to use as recipient Source.
    2. The field of the choosen Salesforce object that must be used as first name of the envelope recipient.
    3. The field of the choosen Salesforce object that must be used as last name of the envelope recipient.
    4. The field of the choosen Salesforce object that must be used as email of the envelope recipient.
    5. The field of the choosen Salesforce object that must be used as mobile phone number of the envelope recipient.
    6. This is automatically populated with the name of the Salesforce object.


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