Integrate DocuSign with Omniscripts (Managed Package)

For the managed package runtime, enable users to either sign DocuSign forms in an Omniscript or email a user a copy of the document to sign at their convenience. DocuSign integration requires an active DocuSign account.

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

• Prepare a DocuSign Account for Integration (Managed Package)
  For the managed package runtime, create a developer account in DocuSign and configure it for integration with Omnistudio.
• Configure a Salesforce Org for DocuSign Integration (Managed Package)
  For the managed package runtime, 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.
• Prepare a DocuSign Template and Omnistudio Data Mapper Transform for Omniscript Use (Managed Package)
  For the managed package runtime, prepare DocuSign templates to receive data from Omniscripts or Integration Procedures. Retrieve those templates in Omnistudio. Then map Omniscript data to a template using a Data Mapper Transform.
• Use the DocuSign Signature Action to Sign Documents From Within an Omniscript (Managed Package)
  For the managed package runtime, after you prepare the DocuSign template and map the fields from the Omniscript to the template using an Omnistudio Data Mapper Transform, you can create a DocuSign Signature Action in the Omniscript. When the action runs, a DocuSign window opens containing the prefilled document. The user must sign or decline to sign the document before continuing the Omniscript.
• Use the DocuSign Envelope Action to Email Documents for Signature (Managed Package)
  For the managed package runtime, after you prepare the DocuSign template and map the fields from the Omniscript to the template using an Omnistudio Data Mapper Transform, you can create a DocuSign Envelope Action in the Omniscript. When the action runs, a DocuSign Envelope containing the prefilled document is emailed to one or more recipients for signing or reviewing.