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.
- Prepare a DocuSign Account for Omnistudio
Create a developer account in DocuSign and configure it for integration with Omnistudio. - 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. - Prepare a DocuSign Template and Omnistudio Data Mapper Transform for Omniscript Use
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.