CLMInd DocuSign Runtime All

Allows users to perform e-signature functions. For example, you can send a contract document for e-signature.

Access Provided by the CLMInd DocuSign Runtime All Sample Permission Set

The table lists the recommended level of access for the objects that are part of the CLMInd DocuSign Runtime All permission set.

Object

Access

Account

Read

Contact

Read

Contract Document Envelope

Read, Create, Edit, Delete

Contract Document

Read

Contract Recipient

Read, Create, Edit, Delete

Contract

Read, Create, Edit, Delete

Document Template

Read

Vlocity Contract Service Log

Read, Create, Edit

Vlocity State Model

Read

Vlocity State Transition

Read

Vlocity State Model Version

Read

Vlocity State

Read

Other Access

Apart from the object-level access, users require access to these components.

  • Visualforce Page

    • vlocity_cmt.ContractActionBar

    • vlocity_cmt.ContractDocuSignEnvelope

    • vlocity_cmt.OpportunityDocuSignEnvelope

    • vlocity_cmt.OrderDocuSignEnvelope

    • vlocity_cmt.QuoteDocuSignEnvelope