Omnistudio DocuSign Envelope Action || By Santosh

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  • Опубліковано 6 лис 2024

КОМЕНТАРІ • 6

  • @rakeshsahani9487
    @rakeshsahani9487 Рік тому

    hi santhos i am big fan of you and i am waching all omnistudio video in your channel . i am also working on omnistudion , can you please make a video for reload omniscript or like i have a omniscript and when i can save record reload this p[age and updated value will be showing how can i do it by flex card and omniscript can u please make this type of video

  • @aamirmughal5408
    @aamirmughal5408 9 місяців тому

    Great Exposure of DocuSign with OmniStudio, I just Implemented this I am stuck on How do I send the data from omniscript to DocuSign Template?

  • @ashritudupa5470
    @ashritudupa5470 Рік тому

    Hi Santhosh , can you please also explain how to use the DR interface , can we generate doc using this option like I have declare merge field in the docusign template and send the JSON using DR interface option.

  • @whobertbowls
    @whobertbowls 8 місяців тому

    Is it possible to retrieve and save the signed DocuSign document in Salesforce without using the DocuSign managed package?

  • @ashwinigokhale5652
    @ashwinigokhale5652 11 місяців тому

    Please could you make a video on how to send pdf with quote field data merged
    dynamically

  • @rakeshsahani9487
    @rakeshsahani9487 Рік тому

    I have a button create new account this button will be create by flex card and i am using account record table this table a button will be showing in omniscript i want when i can click button and create a account record then this page will refresh and reload and created account record will be showing how to do it. please santoh bhai can u make it if possible