Configure Permissions for Salesforce Document Attachments

The Salesforce integration uses the BoldSign Account Admin who created the initial connection to download completed documents and attach them to Salesforce records.

To allow the integration to download documents sent by all users in the BoldSign account, the Account Admin must be granted the required custom permission.

If this permission is not configured:

• Documents sent by other users will not be downloaded or attached to Salesforce records.
• Only documents sent by the Account Admin will be downloaded and attached successfully.

Step to create custom permission for admin:

• Select Custom Permissions from the Users and Teams menu and then click the New Custom Permission option.
  

  

• Select the admin user and permission for document, who setup the initial connection from salesforce.
  

  
  
  
  For more details about custom permission, see Create and Assign the BoldSign Custom Permission