DocuSign For Salesforce Administrator Guide
Parameter Notes
RecipientNote~;SignNow~, LoadDefaultContacts~1
You can specify multiple comma-separated recipients but the length of the entire CRL
string must be 1000 characters or less.
Example: If sending from an Opportunity, a custom recipient list can be created with
one recipient associated to the opportunity’s owner and a second recipient could be
added with predefined values:
Email~{!Opportunity.OwnerEmail};Role~Signer 1;
FirstName{!Opportunity.OwnerFirstName};
LastName{!Opportunity.OwnerLastName};
RoutingOrder~4,Email~john.doe@docusign.com;
FirstName~John;LastName~Doe;AccessCode~1234;
RecipientNote~Please sign this document;
SignNow~1,LoadDefaultContacts~1
If you do not want to specify both First Name and Last Name, omit the FirstName~
mapping and define the LastName~ mapping. Your custom list must have a mapping for
the Email. Role, RoutingOrder, AccessCode, RecipientNote, SignNow and
SignInPersonName values are optional.
RoutingOrder, if specified, must be a positive integer value. The RoutingOrder value
supersedes any RROS and RRSO options that are specified. The RoutingOrder is ignored if
the “DocuSign Template” option is added.
SignNow, if specified, must be either ‘0’ or ‘1’. If SignNow=‘1’; an email is sent to the
recipient and the recipient is immediately presented with the DocuSign signing page. If
SignNow=‘0’; an email is sent to the recipient and the recipient is not immediately
presented with the signing page. The default value for SignNow is ‘0’.
SignNow functions correctly only if the recipient email and user name are the same as
the current Salesforce user’s email and user name. If the Recipient email and user name
do not match the current Salesforce user’s email/username the SignNow value is
ignored. Also, if there are multiple signers, the SignNow recipient must be the first
signer.
Text string fields must not contain either ‘,’ (comma) or ‘;’ (semicolon), since those two
characters are used to parse the string. Since commas and semicolons could be used in
the RecipientNote, you can specify _COMMA_ or _SEMI_ to embed a ‘,’ or ‘;’ in the note.
‘\\n’ can be used to embed a carriage return in the note.
Example: If RecipientNote~RecipientNote__c is:
“Hi_COMMA_\\nThis is a wonderful opportunity_SEMI_ please sign.\\nThank you.”
The note appears as:
Hi,
This is a wonderful opportunity; please sign.
221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.
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