Available on:  Standard  Advanced  Enterprise

Overview

You can sync an additional “Signed” field to Salesforce on visits by configuring it as a custom field in DocSend. This is helpful for tracking if and when your visitors sign a document.

Configure “Signed” Field in Salesforce

1. Open your Company Salesforce Settings.
2. Under Field Mappings, select Signed from the Visit Property and Activity Field drop-downs.
3. Click Add.
   
   
4. DocSend will then show when any particular visit has a signature. By default, the field value will be “No” and will be updated to “Yes” once the visitor signs the document.
   

Things to Consider

• Visits will only show “Signed = Yes” when the document is signed by the visitor. 
• The “Signed” field in Salesforce will be visible on all synced visits, even if the related document isn’t signable. 

Related Reading

• Create Signable Documents with eSignature
• The eSignature Experience
• Salesforce Integration Overview

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Still need help? Reach out to support@docsend.com!