EchoSign and Digisign integration - field and signer configuration and mapping
Hi,
I can set up templates and they work fine in EchoSign directly.
But with the Zoho integration, I cannot find any document or instructions on how to:
1) Place more than 1 digisign in multiple areas on a document
2) Add additional form fields to be filled out and make some required
3) Map that data to anything, if we can.
4) Have more than 1 signer
5) Have me sign at the end
I used to use DocuSign integration with Salesforce and it was somewhat complex but it had tons of documentation in support. This seems so simple it cannot do the 3 things I need it to do. If you will please direct me to the detailed instructions that would be greatly appreciated.
Not complaining. You guys get complaints all day but you do a great job and were always responsive to me in the past. I at least have to have more than just the signature fields.
OR a work around would be pulling CRM data points into a Writer document automatically. Is that possible? Then, I would only need to put the signatures in a certain place.
Kim