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    Adding a Completed DocuSign Envelope to the Account Object

    Status: Validated

    TOPIC
    How to add a completed DocuSign envelope to the Account Object under Notes & Attachments.
    INSTRUCTIONS
    1. Log in to DocuSign.
    2. Navigate to Preferences > Connect.
    3. Add Object.
    4. Select Salesforce.com Object: = "Account".
    5. Select Where | Salesforce.com Field = Account ID (id).
    6. DocuSign Field = Envelope External Opportunity.
    7. Under "Attachments" select "Attach DocuSign Documents".
    8. Select the check box "Completed envelope only".
    9. Save.
    ADDITIONAL INFORMATION
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