AccountCustomFields Resource
Custom fields enable you to record custom information about envelopes that you can then use for sorting, organizing, searching, and other downstream processes.
For example, you can use custom fields to copy envelopes or data to multiple areas in Salesforce. eOriginal customers can eVault all of their documents from the web app by setting an account custom field with a name like eVault with eOriginal to true.
You can also use account custom fields to set the following information:
- Tracking ID
- Department
- Use case
- Other envelope metadata
Envelope Custom Field Visibility
When you create an envelope custom field for your account, you have the following options:
- Make it a required field for senders at the time of sending
- Display it as an optional field at the time of sending
- Set a specific value for the field behind the scenes
Envelope recipients do not see the envelope custom fields.
Types of Envelope Custom Fields
There are two types of envelope custom fields:
text: Enables the sender to enter the value for the field.list: Enables the sender to select the value of the field from a predetermined list.