Docusign Automatic Recipient List - salesforce

Question

I have a problem that no one has been able to help with yet.
I have created a "Send Agreement" Account button in Salesforce that is linked to my default Docusign template ID using their DST command. This works, but what I need to do is to pull the signers (contacts) who need to sign the document based off of a custom field named, "Signing Role". The button should pull only those account contacts who have a signing role defined in their respective contact records.
Can anyone help?
Thanks in advance!!
Shaun

Answer 1

You can filter out the signers based on their Contact Role by using the custom button parameters CCRM and CCTM.
Say that you have several Contact Roles in an Opportunity, but you only want to pull out those contacts with role Business User. The partial script might look something like this:
// CCTM Maps Salesforce Role with a DocuSign TYPE (Signer, Carbon Copy, etc.)
// CCRM Maps Salesforce Role with a DocuSign ROLE (Signer 1, Signer 2, etc.). Usually used with DTS to call template
CCTM=’Business User~Signer’;
CCRM=’Business User~Signer 1’;
So the code above implies that the Business User will be Signer 1 and will act to sign the document. If he is using a custom field SigningRole created in Opportunity to determine the role, it might look look something like this:
CCTM=’{!Opportunity.SigningRole}~Signer’;
CCRM=’{!Opportunity.SigningRole}~Signer 1’;