---
schema_version: "1"
id: 13ca74d0e90cf891cda30b7d7dfc3633447102621e94c94e885cede284910360
title: Prepare DocuSign Documents to Use with Omniscripts
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_23798.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_docusign_documents_23798.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4efe7756353045de4111ecc9537250af6e7c8d109509e9bbc83931b19822bc82
description: Configure DocuSign documents for use with Omniscripts.
products:
  - Omnistudio
release: "264"
---
# Prepare DocuSign Documents to Use with Omniscripts

Configure DocuSign documents for use with Omniscripts.

Before you begin: [Prepare a DocuSign Account for Omnistudio](https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_a_docusign_account_for_omnistudio.htm&release=264.0.0&type=5 "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. Click Back and enter a **Template description**.
    
    Adding a description that lists the custom field data labels that receive Omniscript data is recommended.
12. Click **Next**, then click **Save and Close**.

What's Next: [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.")