---
schema_version: "1"
id: f4758f468ba69567b97e31602e61eda6406ea6b01b9875c7eeff92bac332265c
title: Prepare a DocuSign Template and Omnistudio Data Mapper Transform for Omniscript Use
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_preparing_a_docusign_template_for_omniscript_23789.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_a_docusign_template_for_omniscript_23789.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f065f7a7bb5558f8a70cda8665fa51519397265be64a6b41e8368d954cc38f83
description: 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.
products:
  - Omnistudio
release: "264"
---
# 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.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio-264-0-0-production-enus/f526eaa8-ae05-487a-8944-4bb99b0b78ac/images/icon_note.png)

Note For merge fields to work, make sure that the connected user, like other users, is using the same email address and name for the Salesforce user as is being used by the Docusign user. For instance, if the Salesforce username is DocusignIntegrationUser@yourcompany.com, make sure that the DocuSign username is also DocusignIntegrationUser@yourcompany.com.

1. **[Prepare DocuSign Documents to Use with Omniscripts](https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_docusign_documents_23798.htm&release=264.0.0&type=5)**  
    Configure DocuSign documents for use with Omniscripts.
2. **[Get DocuSign Templates from Omnistudio DocuSign Setup](https://help.salesforce.com/s/articleView?id=xcloud.os_fetch_docusign_templates_in_omnistudio_23737.htm&release=264.0.0&type=5)**  
    Retrieve the templates from your DocuSign account.
3. **[Map Fields from the Omniscript to the DocuSign Template](https://help.salesforce.com/s/articleView?id=xcloud.os_mapping_fields_from_the_omniscript_to_the_docusign_template_23832.htm&release=264.0.0&type=5)**  
    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.
4. **[Populate a Docusign Template for Omniscripts with a Data Mapper Transform](https://help.salesforce.com/s/articleView?id=xcloud.os_populating_a_docusign_template_using_dataraptor_transform_23848.htm&release=264.0.0&type=5)**  
    Map Omniscript data to a Docusign template using a Data Mapper Transform.