Prepare DocuSign Documents to Use with Omniscripts

Configure DocuSign documents for use with Omniscripts.

1. Log in to your DocuSign developer account.
2. Click Templates, then click Create a Template or New | Create Template.
3. Enter a Template name.
4. Add a document.
5. Add a Role for the recipient, such as Approver.
6. For the role, select Needs to Sign, Receives a Copy, or Needs to View.
7. Add more roles and set a signing order, if necessary.
8. Click Next.
9. Add to the document the Text, Radio Button, and Checkbox Custom Fields that receive Omniscript data.
   Omnistudio doesn't support mapping to DocuSign standard or prefill fields.
10. Add a Data Label to each custom field.
    These data labels appear in the Omnistudio Data Mapper Transform that maps Omniscript fields to DocuSign template fields.
11. Click Back and enter a Template description.
    Adding a description that lists the custom field data labels that receive Omniscript data is recommended.
12. Click Next, then click Save and Close.