docusignapi - DocuSign For Salesforce All Contact Roles -
when defining custom chance button, parameters can used load total set of contact roles associated chance envelope recipients when creating envelope?
example. if chance had 10 contact roles, 10 (contacts) contact roles list recipients. if had 5 contact roles, 5 load recipients, etc.
add phone call crl include contacts in opportunity: loaddefaultcontacts
. might this:
crl=’loaddefaultcontacts~1’;
the problem although contacts in chance pulled envelope, there no guarantee contacts fall in signing order might expect. may need add together ccrm , cctm sort order of contacts.
docusignapi
No comments:
Post a Comment