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Is there any way from which we can find out the File source. My requirement is to create a case on opportunity only when the opportunity contains a docusign attachment on it which is signed by the customer.

I want to make sure that the case is created only after the recipient has signed the document and it is on the opportunity.

Not sure if this can be done in SF, my attachment will sit in the File object. appreciate the response.

  • Most likely you'll have to build you automation on a Docusign custom object in Salesforce, since that's where the document status will be. The actual File will not this information in a format that you can use. – David Cheng Aug 2 at 23:58

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