Auto Select Attachment?

This property allows to auto-select 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 navigated 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 eSignature request".

Enable Document Preview in DocuSign App

Selecting this check box enables a preview of the document to be sent before you actually send the document out for eSignature.

Auto Select Recipient Field

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 read-only list of recipients 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 when an eSignature request is initiated.'

Select Attachments from Related/Sibling

Selecting this check box fetches the documents from the Notes & Attachments related list of all the related or sibling agreements.

Auto-Select Multiple Recipients?

Selecting this checkbox allows you to specify a list of recipients that will be 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.

eSignature Strict Mode

For future release.

One Click Send

Selecting this check box enables One Click Send feature to directly send the document for eSignature using just one click.

Note: To use this feature, there must be at least one attachment in the Notes & Attachments related list and one contact in the DocuSign Recipient related list.

Select All Attachments

Selecting this checkbox will auto-select all the attachments on the Add Attachment page. This custom setting overrides the Select First Document Default custom setting.

If you have checked Select First Document Default custom setting and checked Select All Attachments custom setting, all documents on the Add Attachments page will be auto-selected.

If you have unchecked Select First Document Default custom setting and checked Select All Attachments custom setting, all documents on the Add Attachments page will be auto-selected.

If you have unchecked Select First Document Default custom setting and unchecked Select All Attachments custom setting, none of the documents on the Add Attachments page get selected.

If you have checked Select First Document Default custom setting and unchecked Select All Attachments custom setting, only the first document on the Add Attachments page will be auto-selected.