Category: DocuSign Integration Parameter
Compatible with: Composer 8
Parameter Name: DocuSignIgnoreOCR
Parameter Value: [0 or 1]
Parameter Requirements: None
Parameter Description: The DocuSignIgnoreOCR ignores Opportunity Contact Roles.
When Composer creates a DocuSign Envelope from an Opportunity, it automatically scans the list of Opportunity Contact Roles and attempts to match DocuSign Role Names with the Contact Roles. If they match, the Contact is automatically included as a signer. When this parameter is enabled, this behavior is skipped and Conga Composer ignores the Opportunity Contact Roles.
In using this parameter, you must explicitly populate the DocuSign Recipient parameters to pre-address the Envelope. At this time, this feature only works in earlier versions of DocuSign for Salesforce (versions 6.9 and earlier). This feature currently does not work with DocuSign for Salesforce versions 7 and greater.
| Value | Definition |
|---|
| 0 | Opportunity Contact Roles will automatically be attempted to be matched with DocuSign Roles. (default) |
| 1 | Opportunity Contact Roles will be ignored and therefore not matched to DocuSign Roles. |
Example:
&DocuSignIgnoreOCR=1