---
schema_version: "1"
id: c16f759fab5e60d9ae3dcdf1ccfec1e0433e285815bb10823f1ea399da224e6a
title: Prepare DocuSign Documents (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_preparing_docusign_documents.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_docusign_documents.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 04cb5f6fdf566cebc3155c257344ef77c6a8e27bbb493a35934c25b15a1de06c
description: For the managed package runtime, configure DocuSign documents for use with Omniscript.
products:
  - Omnistudio
release: "264"
---
# Prepare DocuSign Documents (Managed Package)

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

Before you begin:

![Managed Package app icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio_for_managed_packages-264-0-0-production-enus/aa2554ec-624a-4ee6-8da4-6435670e6e62/resources-global/_corporate/images/managedpackageicon.png) This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see [Omnistudio Help](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_standard.htm&language=en_US).

[Prepare a DocuSign Account for Integration (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_a_docusign_account_for_omnistudio_vlocity.htm&release=264.0.0&type=5 "For the managed package runtime, create a developer account in DocuSign and configure it for integration with Omnistudio.")

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**.