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Salesforce and echosign Integration Issue
Hi friends,
I have agreement related list on Opportunity.
I have an uploaded file for the new agreement.
In the uploaded file there is a label Name.
I wanna fetch the Name from Opportunity and populate the label 'Name' in the uploaded file, soon after the uploaded file is sent for signature.
Its very ugent, Could u plz help me to achieve this.
TIA.
I have agreement related list on Opportunity.
I have an uploaded file for the new agreement.
In the uploaded file there is a label Name.
I wanna fetch the Name from Opportunity and populate the label 'Name' in the uploaded file, soon after the uploaded file is sent for signature.
Its very ugent, Could u plz help me to achieve this.
TIA.
You could use Workflow to do this if there is a field that Echosign populates when the record is sent for signature. (Status perhaps?)