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E-sign/Echosign on Salesforce: Signing Order

New Here ,
Oct 12, 2015

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Hi! We have Echosign installed on our Salesforce solution and can't seem to find the option to set the signing order of the approvers. We would want the approval to be sequential or parallel (any order), depending on the need. I've searched on it and found this article on Document Cloud Help however, I don't have the same screens on our Salesforce solution. Is there anything I need to do here? Will this need a package update or configuration somewhere? Attached a sample screen of Echosign on our Salesforce solution for reference.

echosign.PNG

Any help is greatly appreciated! Thanks

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E-sign/Echosign on Salesforce: Signing Order

New Here ,
Oct 12, 2015

Copy link to clipboard

Copied

Hi! We have Echosign installed on our Salesforce solution and can't seem to find the option to set the signing order of the approvers. We would want the approval to be sequential or parallel (any order), depending on the need. I've searched on it and found this article on Document Cloud Help however, I don't have the same screens on our Salesforce solution. Is there anything I need to do here? Will this need a package update or configuration somewhere? Attached a sample screen of Echosign on our Salesforce solution for reference.

echosign.PNG

Any help is greatly appreciated! Thanks

Topics

Questions Need Help

Views

153

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

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