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Prepare a DocuSign Template and Omnistudio Data Mapper Transform for Omniscript Use
Prepare DocuSign templates to receive data from Omniscripts or Integration Procedures. Retrieve those templates in Omnistudio. Then map Omniscript data to a template using a Data Mapper Transform.
Note For merge fields to work, make sure that the connected user, like other users, is using
the same email address and name for the Salesforce user as is being used by the Docusign user.
For instance, if the Salesforce username is DocusignIntegrationUser@yourcompany.com, make sure
that the DocuSign username is also DocusignIntegrationUser@yourcompany.com.
- Prepare DocuSign Documents to Use with Omniscripts
Configure DocuSign documents for use with Omniscripts. - Get DocuSign Templates from Omnistudio DocuSign Setup
Retrieve the templates from your DocuSign account. - Map Fields from the Omniscript to the DocuSign Template
To populate a DocuSign template, you define Omniscript data as input to an Omnistudio Data Mapper Transform, which uses that data to populate the template. You can construct the Omniscript data manually or copy it from the Omniscript. - Populate a Docusign Template for Omniscripts with a Data Mapper Transform
Map Omniscript data to a Docusign template using a Data Mapper Transform.
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