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Add Omni Interaction Configuration Settings for DocuSign

Add Omni Interaction Configuration Settings for DocuSign

Provide DocuSign authorization by adding two Omni Interaction Configuration entries for DocuSign.

  1. From Setup, enter Omni Interaction Configuration in the Quick Find box, then select Omni Interaction Configuration.
  2. Click New.
  3. For Name and Label, enter DocuSignAccountId.
  4. For Value, enter the API Account ID of your DocuSign Account. The API Account ID is present on DocuSign's Apps and Keys page.
  5. Click Save.
  6. Click New.
  7. For Name and Label, enter DocuSignNamedCredential.
  8. For Value, enter DocuSign.
 
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