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    Add DocuSign Status to a Custom Object

    Status: Not Validated

    TOPIC

    Add DocuSign Status to a Custom Object

    This procedure explains only how to establish a relationship between a custom object and DocuSign Status and then add a DocuSign Status section to a Salesforce object. If you have questions about customizing Salesforce, see the salesforce.com documentation for assistance.

      INSTRUCTIONS

      Create a Lookup Relationship from Custom Object to DocuSign Status Object

      1. From Salesforce.com, click Setup to go to the Force.com Home page.
      2. In the left sidebar, under Build, click Create > Objects.

        Select connect docusign object

      3. From the list of objects, click the custom object for which you want to add DocuSign Status. Do not click Edit.
      4. Scroll down to the Custom Fields and Relationships section and click New.

        Select new custom fields and relationships

      5. Select the following in the New Relationship steps:

        1. Select Lookup Relationship, and then click Next.
        2. In Related To, select DocuSign Status, and then click Next.

          Select related to object

        3. Enter the Field Label and Field Name information, and then click Next.

          Connect DocuSign object field labels

        4. Select the field-level security profiles to which you want to grant edit access, and then click Next.
        5. Add the page layouts that should include this custom object, and then click Next.
        6. Click Save.

      Create a Lookup Relationship from the DocuSign Status Object to the Custom Object

      1. From Salesforce.com, click Setup to go to the Force.com Home page.
      2. In the left sidebar, under Build, click Create > Objects.

        Select connect docusign object

      3. From the list of objects, open the DocuSign Status object. Do not click Edit.

        Select DocuSign status object

      4. Scroll down to the Custom Fields and Relationships section and click New.

        Select new custom fields and relationships

      5. Select the following in the New Relationship steps:

        1. Select Lookup Relationship, and then click Next.
        2. In Related To, select your custom object, and then click Next.
        3. Enter the Field Label and Field Name information, and then click Next.

          Connect DocuSign object field labels

        4. Select the field-level security profiles to which you want to grant edit access, and then click Next.
        5. Add the page layouts that should include this custom object, and then click Next.
        6. Click Save

      Update DocuSign Connect

      1. From within DocuSign for Salesforce, click the DocuSign Admin tab.

        Select DocuSign Admin tab

      2. Click the DocuSign tab. The DocuSign web application opens in a new browser window.

        Note: You might be asked to log in to DocuSign.

      3. From the DocuSign application, click your profile image at the top of the application and select Preferences.

        The DocuSign Account Preferences page appears.

      4. In the Navigation Pane on the left, under Account Administration, click Connect.
      5. Scroll down, find the dsfs_DocuSign_Status_c object and then click Edit
        This page shows the list of Salesforce fields that are updated.
      6. At the bottom of the Update Fields section, click Add. A new line is added to the Update Fields section.
      7. In the Salesforce.com Field, select the lookup field for your custom object.
      8. In the DocuSign Field, select Envelope External Source ID.
      9. Click Save & Close.
      ADDITIONAL INFORMATION
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