I am using AppExchange product DocuSign for sending documents to end-user for digital signature in one of the objects in SFDC.
I am doing it using 'Send with DocuSign' button in the detail page. My questions are:
- Can we manage/restrict the addition of recipients based on relationship? for example: I have contacts available to opportunity. In the opportunity detail page i want that sender can only select contacts from the list of contacts associated with the opportunity. Or add as recipients only users of particular profiles/roles etc.
- Can we also control the visibility of buttons highlighted in the below screen shot?