Salesforce Docs Portal

Prepare DocuSign Documents (Managed Package)

For the managed package runtime, configure DocuSign documents for use with Omniscript.

Before you begin:

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

Prepare a DocuSign Account for Integration (Managed Package)

  1. Log in to your DocuSign developer account.
  2. Click Templates, then click Create a Template or New | Create Template.
  3. Enter a Template name.
  4. Add a document.
  5. Add a Role for the recipient, such as Approver.
  6. For the role, select Needs to Sign, Receives a Copy, or Needs to View.
  7. Add more roles and set a signing order, if necessary.
  8. Click Next.
  9. Add to the document the Text, Radio Button, and Checkbox Custom Fields that receive Omniscript data.
    Omnistudio doesn't support mapping to DocuSign standard or prefill fields.
  10. Add a Data Label to each custom field. These data labels appear in the Omnistudio Data Mapper Transform that maps Omniscript fields to DocuSign template fields.
  11. Adding a description that lists the custom field data labels that receive Omniscript data is recommended. Click Back and enter a Template description.
  12. Click Next, then click Save and Close.