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Status Open for voting
Created by Brent Byhre
Created on Jul 24, 2024

Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account.

Currently, the only way to ensure an Envelope is created in Sub Account is to Export a copy from the eSign Parent Account and import it to the Sub Account. Then select the new template in the Delivery Option.

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