Skip to main content
Search Again

We think these articles could help you:

    See More
    Nintex Knowledge Base

    Adding a Completed DocuSign Envelope to the Account Object

    Status: Validated

    How to add a completed DocuSign envelope to the Account Object under Notes & Attachments.
    1. Log in to DocuSign.
    2. Navigate to Preferences > Connect.
    3. Add Object.
    4. Select Object: = "Account".
    5. Select Where | 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.
    • Was this article helpful?