Category: DocuSign Integration Parameter

Compatible with: Composer 8

Parameter Name: DocuSignR1ID

Parameter Value: [Salesforce Contact, Lead, or User ID]

Parameter Requirements: None

Parameter Description: DocuSign1ID sets the recipient of the document to be delivered.

This parameter can be used 24 times by changing the number after R. For example, DocuSignR2, DocuSignR3, DocuSignR4, ... DocuSignR24.

In the case of an Opportunity (as the master object) with Contact Roles, the contacts whose Contact Role values match the DocuSign Roles will automatically be included as document recipients unless the &DocuSignIgnoreOCR parameter is enabled.

Account ID works in Lightning as Lightning Account ID and Contact ID. If you use the DS7=7 parameter in a DocuSign-integrated Composer button, the routing order defined by DocuSignR1ID parameter appears out of order on the DocuSign envelope and custom anchor tags are not assigned to the correct recipients. This is a result of a DocuSign API limitation. To resolve the incorrect ordering on the DocuSign envelope, drag the first row slightly upward using the dotted area. This issue does not occur when DS7=17 is used to bypass the DocuSign user interface.

Example:

&DocuSignR1ID=003ABCD12345