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User Guide - SalesForce Connector
User Guide - SalesForce Connector
This guides in this section shows the home interface as well as the list of envelopes, how to create a new envelope and also how to get the details of an envelope including the recipient information.
- User Settings - User Guide - SalesForce Connector
- Home - User Guide - SalesForce Connector
- Envelopes List - User Guide - SalesForce Connector
- Create New Envelope - User Guide - SalesForce Connector
- Create New Envelope from Parent Record - User Guide - SalesForce Connector
- Create New Bulk Envelope - User Guide - SalesForce Connector
- Envelope Detail - User Guide - Salesforce Connector
- Data Mapping - User Guide - SalesForce Connector