Our DocuSign integration also supports Send on Behalf of (SOBO) functionality. The SOBO feature allows you to create envelopes on behalf of other users in your DocuSign account without sharing those users' credentials with us.
You first need to have the appropriate permissions or settings enabled for SOBO.
DocuSign account settings
Follow these steps to enable SOBO functionality from your DocuSign account.
Important
You must be an administrator for your DocuSign account to complete these steps.
Log in to your DocuSign account with your credentials, then select Go to Admin in the top right.
From the left menu, select Permission Sets under Users and Groups.
There are three default permission sets available in each DocuSign account. You might have created additional permission sets in your DocuSign account.
Select Add permission set at the top.
Set up the permission as shown in the following image, then save the permission set.
Assign this permission set to the users you want to create envelopes on behalf of.
Quickbase app settings
If you would like to create envelopes on behalf of other users, you need to pass the email address of the other user as a parameter.
We help you set up this parameter when we set up your app for our DocuSign integration.
Note
You can only create envelopes on behalf of users who are already users on your DocuSign account. The email address must match the email address from your DocuSign account.