DocuSign Setting up with Salesforce guidelines

1. DocuSign Integration with Salesforce
Beginner Learning Series II - Setting up
DocuSign for Salesforce
Divya. R,
Software Engineer
MST Solutions

2. Salesforce Admin Group, Trichy
Kadhar Basha
Salesforce Admin Group, Trichy
Trailblazer Community Group Leader
MST Solutions
- Kadhar Basha J
Sundaravel
Salesforce Admin Group, Trichy
Trailblazer Community Group Co-Leader
MST Solutions

3. Salesforce Admin Group, Trichy
Divya Ravichandran
Salesforce Developer
MST Solutions

4. Agenda
Recap of series I
 DocuSign Admin settings in Salesforce
Supported Objects
Send with DocuSign Button
Document and Recipient Selection
Envelope Settings

5. Recap of previous series
• What is Contract life cycle?
• Legacy system of Agreement
• Creating a demo account
• General settings, DocuSign Connect, Users and Groups
• Auditing and bulk actions

6. DocuSign Admin settings in Salesforce

7. DocuSign Admin settings in Salesforce

8. DocuSign Admin Tab
• The DocuSign Admin tab is a Salesforce object that is added to your Salesforce
organization during the DocuSign eSignature for Salesforce installation process.
• The DocuSign Admin tab enables Salesforce administrators to manage their DocuSign
eSignature for Salesforce settings directly from within Salesforce.
DocuSign Admin Tab Visibility :
• You should be a Salesforce administrator.
• The DocuSign eSignature for Salesforce managed package (application) should be
installed in your Salesforce organization.

9. Send with DocuSign button
• The DocuSign eSignature for Salesforce package allows users to send envelopes for
signature from Salesforce Classic and Lightning.
• You can send a DocuSign envelope by clicking the Send with DocuSign button from any of
the supported Salesforce objects.
• This buttons can also be used to customize and automate the sending process.
Note:
• Currently, you cannot customize the Send with DocuSign button because Salesforce has
chosen not to support JavaScript buttons

10. DocuSign Button

11. Supported Objects
• Send with DocuSign button supports some of the standard objects and all custom objects.
• Supported standard objects are Account, Contact, Case, Contracts, Opportunities and
Lead.
• If you are sending from the Cases, Contacts, Contracts, or Leads object, the person
selected is automatically added as a recipient.
• If you are sending from the Opportunities tab, the Contacts associated with the
opportunity are automatically added as recipients.
Note:
Contracts object is only supported in salesforce classic view and not in Lightning view.

12. Document Selection
• When sending from a Salesforce the documents contained in the Notes and Attachments
section of your Salesforce record will be added to the envelope automatically.
• When uploading several documents to one envelope, you can choose the order in which the
documents will appear to your recipients.

13. Recipient Selection
• When you select Send with DocuSign, you need to establish information on who the envelope
will be sent to.
• You can also add yourself or manually add a recipient that does not exist in Salesforce.

14. Envelope Settings
• Set reminders to automatically remind recipients who have not yet signed the
envelope.
• Set a time for the envelope to expire so that the envelope is automatically avoided on a
specific date.
• With automatic reminders, you can define the rules to remind your recipients of their
signing tasks.
• You can also define rules to expire envelopes.
• By default, envelopes expire 120 days after sending.