DocuSign eSignature For Salesforce Administrator Guide

Install DocuSign for Salesforce :

1. Go to Log In or Sign Up Salesforce Log In or Log In on : Salesforce Sandbox


2. Go to AppExchange in App menu on the upper-right corner of the page and click it.
   
   


3. Get the DocuSign eSignature for Salesforce App. Find the DocuSign eSignature for Salesforce package in the AppExchange and click Get It Now.
   
   


4. Click on Log In button, see the details after that click on Confirm Installation Details button.
   
   


5. Select the Production or Sandbox as per your requirement.
   
   


6. Select below option as per your requirement and then click on Install button. If you want to see details about package then click on View Components on bottom of current page.
   
   


7. The installation process begins and can take up to 15 minutes. You will be notified by email when it is completed.


8. After installation, on the list of Salesforce Installed Packages, you can see the DocuSign eSignature for Salesforce package:
   
   
   • Go to setup and enter Installed packages in quick find box and click it.
     
     
   
   
   • See your package in installed packages section.
     
     

Configure DocuSign for Salesforce

First Sign in or create a DocuSign account: Link and connect Salesforce to DocuSign.

To connect your DocuSign account to your Salesforce account

1. After installing the DocuSign for Salesforce managed package, select the DocuSign Admin tab in Salesforce to bring up the DocuSign Log In view:
   
   


2. Complete the appropriate log in or sign up section for your situation:
   
   
   • Log in to your DocuSign Account : use an existing DocuSign admin account.
   
   
   • Enter your DocuSign email and password information.
   
   
   • Select the Environment associated with your DocuSign account..
   
   


3. Connect your DocuSign account with your Salesforce account. Enter your Salesforce credentials, select the appropriate environment for your Salesforce organization, and select the I agree to add.... check box.
   
   

Working With Users

This section provides information on adding users or administrators to DocuSign for Salesforce and on removing users from DocuSign for Salesforce.

• Add Users
  1. From the force.com apps drop-down list, select DocuSign for Salesforce.
  
  
  2. Click the DocuSign Admin tab.
     
     
  
  
  3. Select the Users pane.
     
     
  
  
  4. In the Users page, find the user(s) you want to activate. You can use the View list and other filters to sort and find users associated with your Salesforce account.
  
  
  5. Select the check box for the user(s) you want to activate. You can select the top-level check box to select all the displayed users.
  
  
  6. Click Add Users or Add Admin Users to add the selected users
  
  


• Remove Users
  1. From the force.com apps drop-down list, select DocuSign for Salesforce.
  
  
  2. Click the DocuSign Admin tab.
     
     
  
  
  3. Select the Users pane.
     
     
  
  
  4. Find the user(s) you want to remove. You can use the View list and other filters to sort and find users associated with your Salesforce account.
  
  
  5. Select the check box for the user(s) you want to remove. You can select the top-level check box to select all the displayed users.
  
  
  6. Click Remove Users or Remove and Close Users to remove the selected users.
  
  

Add the Send with DocuSign Button to a Salesforce Layout

The Send with DocuSign button allows Salesforce users to send documents to be signed from records in the Salesforce object. As part of the out-of-the-box DocuSign for Salesforce package, you can easily configure page layouts for the following Salesforce objects with the Send with DocuSign button:

• Accounts
• Contacts
• Opportunities
• Leads
• Contracts
• Cases



Steps to add Send with DocuSign button on detail page

1. Go to setup
2. Enter object name in quick find box
3. Select page layout
4. From the palette, drag the button you want to add to the Custom Buttons box
   
   
5. Also add Related Lists from options showing. Search 'DocuSign Status' in Quick find box and drag it to related list place and click on save button.
   
   

Create a custom tag

1. From the force.com apps drop-down list, select DocuSign for Salesforce.


2. Click the DocuSign Admin tab.
   
   


3. Click the Custom Tags. This section will display all your merge fields, custom tags and shared custom tags.
   
   


4. Click New to create a new Custom Tag
   
   


5. Type a name for the custom tag in the Custom Tag Name field
   
   


6. Select the Relate to Salesforce checkbox to begin mapping to the data in Salesforce. The Salesforce Object lists appear below the checkbox.
   
   


7. In the first drop-down list, select the Salesforce Object that the document will be sent from. In this example it’s Opportunity.
   
   


8. Select the information from the Opportunity that I want to bring into the document. In this case since it’s the account name, I select Account from the drop-down list, and then Account Name: after that click on Save button
   
   

DocuSign Flow Information

Go To DocuSign Account

Step 1: Go to Sign In or create a DocuSign account: Link

Step 2: Create a new envelope and upload document, then set up signer after that create list of mapping fields then SEND envelope then click save as template on DocuSign.









Mapping fields list:





Save as template



Step 3: When click “send with DocuSign” button on Quoting(Opportunity) object after that select your DocuSign template form “Add Document” and “Add Recipient” button, Click on “Send Now” button. If you need to do some changes or see content in DocuSign document then click on “Next” button after that click on “Send” button.



After clicking Next button



Step 4: User received an email like this and click on REVIEW DOCUMENT




Fill the required details and finish it.






Step 5: Now data will be synced on record where sent from it in Salesforce and user get another email of completed document.

Completed Documents For User