Sending EchoSign agreements from Custom Objects in Salesforce

Question

In this tutorial, l I’ll go through how to:
set up a document template with text tags and add it to the SFDC library
create an Agreement template
add the EchoSign button to a Custom Object page layout
create a merge mapping  to merge fields data from the Custom object into an EchoSign agreement
create a data mapping to map field data from the EchoSign agreement back into the custom object in SFDC
The tutorial is the attached PDF, the Word document is a sample template document used in this tutorial.

Answer 1

Hi Kai,
The custom object is referring to a custom object in Salesforce. You only need it if you decide you need a custom object to hold your data in SFDC. if you are using standard Salesforce object like Account and Opportunity you can just add an EchOsign button to these.
In my example i called the custom object 'MyCustomobject'. in your Org you may have a custom object called 'Services'. In this case you'd add the following for the masterobject
Services__c
If you want to send from a standard object like Opportunity, then just add Opportunity as the master object on the EchOSign agreement template.
See also the EchoSign for Salesforce customization guide on how to setup templates.
Simon