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Sugar Connector to DocuSign September 2020 Update

Version 3.14  •  Released on September 30th, 2020

Overview

This article describes the changes introduced to the Sugar Connector to DocuSign in September 2020.

Please see the Sugar Connector to DocuSign Product Page or the Sugar Connector to DocuSign User Guide for information about supported Sugar versions and compatibility.

Feature Enhancements

The following feature enhancements are available in this release:

  • Documents merged with wDocs can now be sent for signature to DocuSign using a new action in SugarBPM process definitions.
    • Note: to use this feature, you must also have wDocs installed in your instance.
You can now send for signature merged documents.
We have created a Sugar BPM workflow to allow you to send merged documents for signature.

Bug Fixes

The following bug fixes are available in this release: 

  • Issue related to the DocuSign login process.
  • Envelope Status was not being updated and a DocuSign Note was not being created after successfully sending a DocuSign Envelope for signature.

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