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DocuSign Integration Parameter

Active 1

Release 7

1  Release 8


Parameter Value: [0 or 1]


Ignore Opportunity Contact Roles

When Composer creates a DocuSign Envelope from an Opportunity, it automatically scans the list of Opportunity Contact Roles and attempts to match DocuSign Role Names with the Contact Roles. If they match, the Contact is automatically included as a signer. When this parameter is enabled, this behavior is skipped and Conga Composer ignores the Opportunity Contact Roles.

In using this parameter, you must explicitly populate the DocuSign Recipient parameters to pre-address the Envelope.

At this time, this feature only works in earlier versions of DocuSign for Salesforce (versions 6.9 and earlier). This feature currently does not work with Docusign for Salesforce versions 7 and greater.

Value Definition
0 Opportunity Contact Roles will automatically attempted to be matched with DocuSign Roles. (default)
1 Opportunity Contact Roles will be ignored and therefore not matched to DocuSign Roles.