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.

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

• Prepare DocuSign Documents (Managed Package)
  For the managed package runtime, configure DocuSign documents for use with Omniscript.
• Get DocuSign Templates from Omnistudio DocuSign Setup (Managed Package)
  For the managed package runtime, retrieve the templates from your DocuSign account.
• Map Fields from the Omniscript to the DocuSign Template (Managed Package)
  For the managed package runtime, to populate a DocuSign template, you define Omniscript data as input to an Omnistudio Data Mapper Transform, which uses that data to populate the template. You can construct the Omniscript data manually or copy it from the Omniscript.
• Populate a DocuSign Template Using an Omnistudio Data Mapper Transform (Managed Package)
  For the managed package runtime, map Omniscript data to a DocuSign template using a Data Mapper Transform.