---
schema_version: "1"
id: 5696c3469a33526c796b52afe66dc92b69a63473ebc12e3533e77b1e8b41febe
title: Configure a Salesforce Org for DocuSign Integration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_configure_an_authprovider_for_docusign_23538.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_configure_an_authprovider_for_docusign_23538.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d695562138a1b12f9c7f12e876a0751e3119d3654d2fa105fe76bf8fecc84fac
description: Enable Omnistudio to use DocuSign templates by configuring authentication providers, named credentials, and Omni Interaction Configurations. You can also enable sending or signing DocuSign documents on behalf of other users.
products:
  - Omnistudio
release: "264"
---
# Configure a Salesforce Org for DocuSign Integration

Enable Omnistudio to use DocuSign templates by configuring authentication providers, named credentials, and Omni Interaction Configurations. You can also enable sending or signing DocuSign documents on behalf of other users.

1. **[Create an Authentication Provider to Connect to DocuSign](https://help.salesforce.com/s/articleView?id=xcloud.os_create_an_auth_provider_for_docusign_23564.htm&release=264.0.0&type=5)**  
    Add an authentication provider for Salesforce to create a secure connection to your DocuSign account. Omnistudio uses these credentials to fetch document templates from DocuSign.
2. **[Create an OAuth 2.0 Named Credential to Connect to DocuSign](https://help.salesforce.com/s/articleView?id=xcloud.os_create_a_named_credential_for_docusign_23641.htm&release=264.0.0&type=5)**  
    Add a Named Credential using authentication provider information to create a secure connection. Omniscripts and Integration Procedures use these credentials to connect with DocuSign. Create a named credential for the admin who manages templates and your DocuSign account. You can also create a Send on Behalf named credential to send or sign DocuSign forms on behalf of other users.
3. **[Add the DocuSign Login Page as a Trusted URL](https://help.salesforce.com/s/articleView?id=xcloud.os_add_the_docusign_login_page_as_a_trusted_url.htm&release=264.0.0&type=5)**  
    DocuSign runs on an iFrame. To allow the content to show on Experience Cloud sites, add the DocuSign login page as a trusted URL and allow iFrame content.
4. **[Add Omni Interaction Configuration Settings for DocuSign](https://help.salesforce.com/s/articleView?id=xcloud.os_add_omni_interaction_configuration_settings_for_docusign_23704.htm&release=264.0.0&type=5)**  
    Provide DocuSign authorization by adding two Omni Interaction Configuration entries for DocuSign.
5. **[Set Up Send on Behalf of Another User for Omniscripts](https://help.salesforce.com/s/articleView?id=xcloud.os_setup_send_on_behalf_of_another_user.htm&release=264.0.0&type=5)**  
    To send or sign DocuSign on behalf of another user, create a Send On Behalf field in the User object and assign the Send on Behalf named credential from that field in the user’s page. If you want multiple users to send or sign on behalf of another user, assign the named credential to each user. When you log in, Salesforce checks whether a Send On Behalf setup exists. If it doesn’t, Salesforce sends or signs DocuSign using the default admin user.