Workflow to Setup E-Signature for Contract Object

System admin must integrate DocuSign with Salesforce Contracts for users to be able to email a copy of the document to sign at the recipient’s convenience. DocuSign integration requires an active DocuSign account.

System admin must enable Salesforce Contracts to use DocuSign by configuring these settings:

1. Assign Permission Set License

2. Create an Auth Provider for DocuSign

3. Create a Named Credential for DocuSign

4. Electronic Signature Configuration

5. Set up Contract Type Config Settings

6. Optional: Set up Electronic Signature Envelope Config

7. Set up the Remote Site

To send documents generated from standard and custom objects other than a contract, you use a different process. For details, see Workflow to Setup E-Signature for Standard and Custom Objects.

• Permission Sets For DocuSign
  The system admin must assign either the Contract Management (Salesforce Contracts) or DocGen permission set licenses to your user to send documents for e-signature. Non-Salesforce Contracts users must be assigned a DocGen license.
• Create an Auth Provider for DocuSign
  Add an Auth Provider credential for DocuSign in Salesforce to create a secure connection. Omnistudio uses these credentials to fetch document templates from DocuSign.
• Create a Named Credential for DocuSign
  Add a Named Credential using auth provider information to create a secure connection. Omniscripts and Integration Procedures use these credentials to connect with DocuSign.
• Electronic Signature Configuration
  Using the Electronic Signature Configuration setup, the system admin must define the required configurations to support the e-signature APIs and UI.
• Default Contract Type Config Settings for E-Signature
  Salesforce Contracts application provides a default set of signature settings for the contract such as defining the default reminders and expiry warnings for the envelopes submitted for e-signatures.
• Set Up the Remote Site
  To configure DocuSign to work with the Salesforce Contracts application, you must connect Salesforce to a DocuSign account. You set up the DocuSign remote site as one of the websites your Salesforce org can invoke.