App Setup > Develop > Custom Setting > Comply System Properties or Proposal System Properties

Property

Description

Behavior

Auto Select Recipient Field

Allows you to specify a contact field that will be used as default recipient for the eSignature.

Note: If the field name is specified, then one recipient from the specified field is auto-selected. For a given implementation and application, either this option or auto-select multiple recipient option should be selected. If both are selected, then auto-select multiple recipient option will take precedence over the one recipient option.

If this option is selected,

The default recipient from the contact field is displayed on the eSignature envelope.

This field requires the API name of a field containing the recipient you would like to have auto-selected when sending a document for eSignature. You must ensure this user has an email address, as you cannot edit them once they have been added. For instance, you can enter Apttus_Proposal__Primary_Contact__c or Apttus__Primary_Contact__c to have the primary contact on the proposal or agreement record added automatically as a recipient. You should then ensure the agreement record has a valid user with an email address in that field.

The Recipient's field becomes a read-only field once an eSignature request is initiated.

When Auto-Select Attachment is not selected, the user is redirected to the Select Attachment screen.

If this option is not selected, you can select recipients while initiating an eSignature request.

Auto-Select multiple recipients?

Allows projects to specify a list of recipients that will have defaulted for the eSignature.

To use this option, add DocuSign Recipients related list on the agreement or quote and specify the list for each agreement or quote.

If this option is selected, the default recipient from the DocuSign Recipients related list is fetched and populated on the eSignature envelope.

If this option is not selected, you can select recipients when an eSignature request is initiated.

Auto-Select Attachment

This property allows you to auto-select the latest modified attachment from the parent document.

If set to true,

The system will auto-select the latest modified document.

The system will show the Read-Only selection on the Preview screen.

• If Auto-Select Recipient (one or multiple) is not selected, the user is redirected to the Select Recipient page.

Specify the following validation message:

• If this option is selected, and the user has not selected any attachment on the parent document, and an eSignature request is initiated then show No attachments available for eSignature. Add an attachment before initiating the eSignature request.