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I am creating an Salesforce opportunity custom button that is intended to automatically set the recipients sourced from opportunity contact roles. I only want recipients included in the envelope that have a role of 'Approver' I am using the parameters of CCTM and CCRM. When the envelope loads in Salesforce, the recipients are null. 

CRL='Email~frasuy@email.com;FirstName~DocuSign;LastName~ProofOfConcept;Role~Signer2;RoutingOrder~2';
CCTM='Approver~Signer';
CCRM='Approver~Signer 1';

I am using CRL so I can include a recipient who will never be a contact role and will also be the second signer. This is working just fine.

Will the CCTM and CCRM parameters only work when using the DST parameter which I am currently not using since the document being signed is not using a DocuSign template? Is that why my recipient list is null? The document being signed is created upstream in BigMachines which has imbedded DocuSign custom tags.

frasuy
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1 Answers1

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Since you are using CRL as part of the custom button and still want to call the contacts in the Opportunity, the CRL needs to have LoadDefaultContacts~1.

Try something like this:

CRL='Email~frasuy@email.com;FirstName~DocuSign;LastName~ProofOfConcept;Role~Signer2;RoutingOrder~2,LoadDefaultContacts~1';
Ergin
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  • In using the CRL parameter the explicit role that is being passed is not being respected. CRL='Email~frasuy@email.com;FirstName~Any;LastName~Signer;Role~Legal;RoutingOrder~2,LoadDefaultContacts~1'; The role that is loaded is always the first entry the (Salesforce) DocuSignAdmin | Envelope settings. In my case the first role is customer so even though CRL is set to pass Role~Legal; customer is being used. Missing something? – frasuy Jul 11 '14 at 23:18
  • The recipient being passed in CRL is a hard coded recipient and is not a Contact Role associated with the opportunity. – frasuy Jul 11 '14 at 23:26