Retrieve the templates from your DocuSign account.
Before you begin:
- Prepare DocuSign Documents to Use with Omniscripts and Configure a Salesforce Org for DocuSign Integration.
- If you're using the new designers, install a managed package in your org.
- From the App Launcher, in the Search apps and items box, enter DocuSign, then click Omnistudio DocuSign Setup.
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Click Fetch DocuSign Templates.
Names, last updated dates, and descriptions of templates are listed.