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            Upload the Provider Credentialing DocuSign Template to Your DocuSign Account

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            Upload the Provider Credentialing DocuSign Template to Your DocuSign Account

            Create a DocuSign account and upload the sample credentialing DocuSign template to your account. Salesforce provides this sample template to help your users generate the provider’s credentialing application form with minimum setup. Depending on your business needs, you can use the sample template with or without any modifications.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To upload the credentialing DocuSign template: Health Cloud Provider Network Management permission set
            Note
            Note Salesforce provides the sample template to help you with your initial setup. It’s not mandatory to use it. You can also define your own template, upload it to your account, and complete the rest of the configurations.
            1. Create a DocuSign account.
            2. Click Templates.
            3. Click New, then click Upload Template.
            4. Upload the sample template that Salesforce provides to your DocuSign account. Reach out to your Salesforce contact for help.
              The sample template is available in the Provider Network Management repository.
            5. Save your changes.

            After uploading the template:

            • Integrate DocuSign with Omniscripts.

              This setup creates a secure connection between your DocuSign account and your Salesforce org and enables Omnistudio to retrieve document templates from DocuSign.

            • Update the sample template, as per your business needs. This step is optional.
             
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