EchoSign can be linked with Capsule so that you can easily see documents that you have sent to your customers and other contacts for signing.
You need configure a generated link in Capsule to easily click through to EchoSign documents for a contact. Here’s how to do this:
- Visit your custom fields settings page by going to the Account Settings Custom Fields (for People and Organizations) Add New Generated Link
- Enter a Label such as “EchoSign documents” and set the Link Definition to:
Once the custom field has been save you will see an extra link below your contacts details when you view a contacts record in Capsule:
When you click the link you’ll see any documents in EchoSign that have been sent to this contact’s email address