Salesforce Docs Portal

Get DocuSign Templates from Omnistudio DocuSign Setup (Managed Package)

For the managed package runtime, retrieve the templates from your DocuSign account.

Before you begin:

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

Prepare DocuSign Documents (Managed Package) and Configure a Salesforce Org for DocuSign Integration (Managed Package)

  1. From the App Launcher, in the Search apps and items box, enter DocuSign, then click Omnistudio DocuSign Setup.
  2. Click Fetch DocuSign Templates.
    Names, last updated dates, and descriptions of templates are listed.