1 Reply Latest reply on Oct 2, 2014 8:05 AM by Jat ATS

    Salesforce Integration - Send on behalf functionality

    surendra!23 Level 1

      Hi All,

       

      Scenario: B is logged in. We need to send the agreement to B on behalf of A.

       

      I have gone through the following steps:

       

      1- In custom settings “Echo sign settings detail” Location field, I have added the user “A”.

      2- Given permission “EchoSign - Allow Sending as Other Users” to “A”.

      3- In code, while we are sending the agreement, we have given the reference of “User A” as agmt.echosign_dev1__Sender_User__c = A.id;

       

      But still the error “You cannot send an agreement only to yourself for signature. Please add another recipient.” Persists.

       

      Please help.