Populate a Docusign Template for Omniscripts with a Data Mapper Transform

Map Omniscript data to a Docusign template using a Data Mapper Transform.

1. From the Omnistudio Data Mappers tab, click New.
2. Name the Data Mapper.
3. For Interface Type, select Transform.
4. Configure these settings:
   • Input Type: JSON
   • Output Type: Docusign
   • Target Output Docusign Template Id: Choose the template that your Omniscript is designed to populate.
5. Click Save.
6. Copy the data JSON from your Omniscript and paste it into the Input JSON pane in the Data Mapper Designer.
7. On the Outputs tab, click Quick Match.
   The mappings look something like this:

   Input Mappings (from Omniscript)	Output Mappings (from DocuSign Template)
   Step1:Account	tabs:textTab:Account
   Step1:Email	tabs:textTab:Email
   Step1:Name	tabs:textTab:Name
   Step1:Phone	tabs:textTab:Phone

8. Click Auto Match, or use Pair to create individual mappings.
   

   Note

   If you have updated your Docusign template, you must fetch the Docusign templates to update the input fields. For more information on fetching templates, see Get DocuSign Templates from Omnistudio DocuSign Setup.